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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 | $206,285 | $25,014+724.7% | $69,623+196.3% | $80,935+154.9% |
| Participation rate | 34.6% | 64.2%-29.6pp | 66.4%-31.8pp | 67.7%-33.0pp |
| Annual return | 7.43% | 19.08%-11.6pp | 101.23%-93.8pp | 35.66%-28.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $935 | $1,840-49.2% | $2,890-67.7% | $4,299-78.3% |
| Admin fee / account holder | $6,561 | $2,491+163.4% | $4,696+39.7% | $6,924-5.3% |