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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 | $189,469 | $58,275+225.1% | $81,844+131.5% | $80,935+134.1% |
| Participation rate | 30.4% | 63.5%-33.1pp | 72.4%-42.0pp | 67.7%-37.3pp |
| Annual return | 10.51% | 41.82%-31.3pp | 778.87%-768.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $986 | $2,346-58.0% | $2,916-66.2% | $2,757-64.2% |
| Participant deferral / active EE | $2,748 | $3,285-16.4% | $4,323-36.4% | $4,299-36.1% |
| Admin fee / account holder | $7,663 | $4,749+61.4% | $7,355+4.2% | $6,924+10.7% |