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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 | $204,421 | $49,976+309.0% | $66,674+206.6% | $82,637+147.4% |
| Participation rate | 53.3% | 63.1%-9.8pp | 73.7%-20.3pp | 68.1%-14.7pp |
| Annual return | 13.41% | 39.09%-25.7pp | 321.24%-307.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $937 | $1,988-52.9% | $2,620-64.2% | $2,552-63.3% |
| Participant deferral / active EE | $3,363 | $2,847+18.1% | $4,084-17.7% | $4,126-18.5% |
| Admin fee / account holder | $3,063 | $4,594-33.3% | $5,098-39.9% | $7,339-58.3% |