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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 | $162,311 | $76,551+112.0% | $123,894+31.0% | $62,881+158.1% |
| Participation rate | 25.0% | 73.0%-48.0pp | 81.4%-56.4pp | 69.3%-44.3pp |
| Annual return | 2.63% | 18.68%-16.0pp | 47.52%-44.9pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,220 | $2,882-57.7% | $4,617-73.6% | $2,281-46.5% |
| Participant deferral / active EE | $2,767 | $4,840-42.8% | $5,984-53.8% | $3,203-13.6% |
| Admin fee / account holder | $18,359 | $4,826+280.4% | $8,357+119.7% | $4,296+327.4% |