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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 | $174,935 | $96,236+81.8% | $133,698+30.8% | $80,959+116.1% |
| Participation rate | 58.8% | 71.2%-12.4pp | 76.4%-17.6pp | 67.7%-8.8pp |
| Annual return | 7.51% | 28.74%-21.2pp | 580.90%-573.4pp | 35.67%-28.2pp |
| Employer contribution / active EE | $980 | $3,350-70.8% | $4,218-76.8% | $2,757-64.5% |
| Participant deferral / active EE | $2,744 | $5,709-51.9% | $7,016-60.9% | $4,300-36.2% |
| Admin fee / account holder | $26,709 | $8,250+223.7% | $6,703+298.5% | $6,925+285.7% |