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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 | $196,457 | $70,430+178.9% | $96,572+103.4% | $85,851+128.8% |
| Participation rate | 38.5% | 61.8%-23.4pp | 69.8%-31.4pp | 69.3%-30.9pp |
| Annual return | 8.24% | 18.58%-10.3pp | 37.79%-29.5pp | 318.63%-310.4pp |
| Employer contribution / active EE | $401 | $1,413-71.6% | $2,357-83.0% | $2,565-84.4% |
| Participant deferral / active EE | $2,782 | $2,894-3.9% | $3,850-27.7% | $3,952-29.6% |
| Admin fee / account holder | $36,551 | $4,996+631.6% | $6,183+491.1% | $6,261+483.8% |