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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 | $61,816+213.7% | $97,260+99.4% | $80,935+139.6% |
| Participation rate | 14.3% | 63.5%-49.2pp | 72.7%-58.4pp | 67.7%-53.4pp |
| Annual return | 10.04% | -558.73%+568.8pp | 75.54%-65.5pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,268 | $1,836-30.9% | $2,721-53.4% | $2,757-54.0% |
| Participant deferral / active EE | $2,726 | $3,027-9.9% | $4,262-36.0% | $4,299-36.6% |
| Admin fee / account holder | $1,645 | $5,166-68.2% | $5,640-70.8% | $6,924-76.2% |