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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 | $226,184 | $68,852+228.5% | $120,524+87.7% | $80,925+179.5% |
| Participation rate | 24.2% | 61.6%-37.4pp | 71.9%-47.7pp | 67.7%-43.4pp |
| Annual return | 7.66% | 23.67%-16.0pp | 107.36%-99.7pp | 35.65%-28.0pp |
| Employer contribution / active EE | $966 | $2,063-53.2% | $3,469-72.2% | $2,756-65.0% |
| Participant deferral / active EE | $2,894 | $3,187-9.2% | $4,994-42.0% | $4,299-32.7% |
| Admin fee / account holder | $524 | $5,781-90.9% | $9,440-94.4% | $6,940-92.4% |