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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 | $236,261 | $77,920+203.2% | $149,723+57.8% | $75,177+214.3% |
| Participation rate | 40.0% | 65.6%-25.6pp | 78.8%-38.8pp | 67.2%-27.2pp |
| Annual return | 12.39% | 31.72%-19.3pp | 134.50%-122.1pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,431 | $3,138-54.4% | $4,821-70.3% | $2,671-46.4% |
| Participant deferral / active EE | $3,340 | $3,411-2.1% | $5,682-41.2% | $4,126-19.0% |
| Admin fee / account holder | $702 | $5,951-88.2% | $13,215-94.7% | $5,651-87.6% |