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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 | $171,277 | $51,736+231.1% | $120,225+42.5% | $67,986+151.9% |
| Participation rate | 29.2% | 46.1%-16.8pp | 69.6%-40.3pp | 57.2%-28.0pp |
| Annual return | 12.76% | 31.98%-19.2pp | 439.23%-426.5pp | 31.67%-18.9pp |
| Employer contribution / active EE | $677 | $1,071-36.8% | $3,475-80.5% | $2,019-66.5% |
| Participant deferral / active EE | $2,133 | $2,206-3.3% | $3,999-46.7% | $3,358-36.5% |
| Admin fee / account holder | $13,490 | $4,159+224.3% | $5,696+136.8% | $3,203+321.1% |