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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 | $220,649 | $37,446+489.2% | $77,552+184.5% | $79,856+176.3% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.6%-29.6pp |
| Annual return | 3.35% | 39.76%-36.4pp | 54.82%-51.5pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,615 | $637+153.4% | $987+63.7% | $2,471-34.7% |
| Participant deferral / active EE | $4,422 | $1,261+250.7% | $1,861+137.6% | $3,741+18.2% |
| Admin fee / account holder | $56,472 | $2,506+2153.4% | $2,859+1875.2% | $5,306+964.2% |