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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 | $177,476 | $106,524+66.6% | $152,301+16.5% | $87,485+102.9% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.4%-35.4pp | 68.9%-21.9pp |
| Annual return | 1.83% | 26.89%-25.1pp | 80.50%-78.7pp | 26.06%-24.2pp |
| Employer contribution / active EE | $677 | $3,371-79.9% | $4,624-85.4% | $2,596-73.9% |
| Participant deferral / active EE | $5,092 | $6,525-22.0% | $8,004-36.4% | $4,274+19.2% |
| Admin fee / account holder | $20,138 | $8,287+143.0% | $14,398+39.9% | $7,775+159.0% |