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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 | $232,911 | $102,609+127.0% | $98,090+137.4% | $138,895+67.7% |
| Participation rate | 57.1% | 82.8%-25.6pp | 81.5%-24.4pp | 79.9%-22.8pp |
| Annual return | 11.79% | 36.44%-24.7pp | 37.05%-25.3pp | 145.39%-133.6pp |
| Employer contribution / active EE | $548 | $3,867-85.8% | $3,606-84.8% | $4,194-86.9% |
| Participant deferral / active EE | $4,507 | $8,167-44.8% | $7,845-42.5% | $6,396-29.5% |
| Admin fee / account holder | $56,930 | $11,434+397.9% | $11,815+381.8% | $12,562+353.2% |