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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 | $99,875+77.7% | $146,866+20.8% | $86,983+104.0% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.5%-35.4pp | 69.5%-22.5pp |
| Annual return | 1.83% | 28.10%-26.3pp | 102.85%-101.0pp | 25.83%-24.0pp |
| Employer contribution / active EE | $677 | $3,224-79.0% | $4,425-84.7% | $2,584-73.8% |
| Participant deferral / active EE | $5,092 | $6,322-19.5% | $7,759-34.4% | $4,194+21.4% |
| Admin fee / account holder | $20,138 | $7,838+156.9% | $13,620+47.9% | $7,856+156.3% |