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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 | $219,623 | $37,446+486.5% | $77,552+183.2% | $79,856+175.0% |
| Participation rate | 17.1% | 41.5%-24.5pp | 54.2%-37.1pp | 69.6%-52.6pp |
| Annual return | 5.66% | 39.76%-34.1pp | 54.82%-49.2pp | 31.71%-26.1pp |
| Employer contribution / active EE | $882 | $637+38.4% | $987-10.6% | $2,471-64.3% |
| Participant deferral / active EE | $2,065 | $1,261+63.7% | $1,861+10.9% | $3,741-44.8% |
| Admin fee / account holder | $329 | $2,506-86.9% | $2,859-88.5% | $5,306-93.8% |