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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 | $189,683 | $23,330+713.1% | $64,489+194.1% | $82,448+130.1% |
| Participation rate | 57.7% | 68.3%-10.6pp | 67.7%-10.0pp | 68.1%-10.4pp |
| Annual return | 12.00% | 83.66%-71.7pp | 55.03%-43.0pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,813 | $824+119.9% | $1,523+19.0% | $2,551-28.9% |
| Participant deferral / active EE | $2,919 | $1,707+71.0% | $2,778+5.1% | $4,139-29.5% |
| Admin fee / account holder | $7,551 | $2,946+156.3% | $4,260+77.2% | $7,234+4.4% |