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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 | $77,814+194.5% | $158,223+44.8% | $86,983+163.5% |
| Participation rate | 51.4% | 68.4%-17.1pp | 79.2%-27.8pp | 69.5%-18.2pp |
| Annual return | 10.35% | 30.54%-20.2pp | 52.09%-41.7pp | 25.83%-15.5pp |
| Employer contribution / active EE | $905 | $2,592-65.1% | $4,109-78.0% | $2,584-65.0% |
| Participant deferral / active EE | $3,745 | $3,270+14.5% | $5,467-31.5% | $4,194-10.7% |
| Admin fee / account holder | $93,458 | $5,879+1489.6% | $16,047+482.4% | $7,856+1089.7% |