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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 | $229,183 | $76,407+199.9% | $150,298+52.5% | $82,448+178.0% |
| Participation rate | 51.4% | 66.4%-15.0pp | 77.8%-26.4pp | 68.1%-16.7pp |
| Annual return | 10.35% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $905 | $2,614-65.4% | $4,154-78.2% | $2,551-64.5% |
| Participant deferral / active EE | $3,745 | $3,214+16.5% | $5,453-31.3% | $4,139-9.5% |
| Admin fee / account holder | $93,458 | $6,352+1371.3% | $14,116+562.1% | $7,234+1191.9% |