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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 | $241,766 | $87,132+177.5% | $105,624+128.9% | $80,959+198.6% |
| Participation rate | 16.8% | 70.4%-53.6pp | 75.3%-58.4pp | 67.7%-50.8pp |
| Annual return | 9.35% | 17.03%-7.7pp | 116.20%-106.9pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,013 | $2,397-57.7% | $3,168-68.0% | $2,757-63.3% |
| Participant deferral / active EE | $1,958 | $3,985-50.9% | $5,013-60.9% | $4,300-54.5% |
| Admin fee / account holder | $4,599 | $8,449-45.6% | $10,961-58.0% | $6,925-33.6% |