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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,921 | $61,787+213.9% | $97,197+99.5% | $80,925+139.6% |
| Participation rate | 14.3% | 63.5%-49.2pp | 72.7%-58.4pp | 67.7%-53.4pp |
| Annual return | 10.04% | -558.16%+568.2pp | 75.47%-65.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,268 | $1,836-30.9% | $2,723-53.4% | $2,756-54.0% |
| Participant deferral / active EE | $2,726 | $3,027-10.0% | $4,263-36.1% | $4,299-36.6% |
| Admin fee / account holder | $1,645 | $5,170-68.2% | $5,637-70.8% | $6,940-76.3% |