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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 | $233,303 | $74,535+213.0% | $100,712+131.7% | $82,637+182.3% |
| Participation rate | 19.8% | 61.2%-41.4pp | 69.3%-49.5pp | 68.1%-48.3pp |
| Annual return | 3.48% | 18.92%-15.4pp | 33.27%-29.8pp | 53.51%-50.0pp |
| Employer contribution / active EE | $880 | $1,503-41.5% | $2,313-62.0% | $2,552-65.5% |
| Participant deferral / active EE | $2,446 | $3,074-20.4% | $4,085-40.1% | $4,126-40.7% |
| Admin fee / account holder | $28,487 | $6,576+333.2% | $9,256+207.8% | $7,339+288.2% |