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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 | $176,313 | $83,369+111.5% | $105,223+67.6% | $67,986+159.3% |
| Participation rate | 14.7% | 56.3%-41.6pp | 75.0%-60.4pp | 57.2%-42.6pp |
| Annual return | 12.37% | 24.64%-12.3pp | 180.65%-168.3pp | 31.67%-19.3pp |
| Employer contribution / active EE | $954 | $2,541-62.5% | $3,689-74.1% | $2,019-52.8% |
| Participant deferral / active EE | $2,369 | $3,295-28.1% | $5,072-53.3% | $3,358-29.5% |
| Admin fee / account holder | $2,248 | $4,073-44.8% | $8,859-74.6% | $3,203-29.8% |