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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 | $73,787+216.2% | $98,716+136.3% | $82,448+183.0% |
| Participation rate | 19.8% | 61.4%-41.7pp | 69.3%-49.5pp | 68.1%-48.3pp |
| Annual return | 3.48% | 18.57%-15.1pp | 31.81%-28.3pp | 41.64%-38.2pp |
| Employer contribution / active EE | $880 | $1,511-41.8% | $2,279-61.4% | $2,551-65.5% |
| Participant deferral / active EE | $2,446 | $3,081-20.6% | $4,048-39.6% | $4,139-40.9% |
| Admin fee / account holder | $28,487 | $6,500+338.2% | $8,703+227.3% | $7,234+293.8% |