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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 | $180,977 | $77,472+133.6% | $100,392+80.3% | $80,935+123.6% |
| Participation rate | 64.3% | 76.9%-12.7pp | 81.5%-17.2pp | 67.7%-3.4pp |
| Annual return | 11.19% | 37.26%-26.1pp | 49.45%-38.3pp | 35.66%-24.5pp |
| Employer contribution / active EE | $742 | $2,800-73.5% | $3,941-81.2% | $2,757-73.1% |
| Participant deferral / active EE | $3,413 | $6,818-49.9% | $8,090-57.8% | $4,299-20.6% |
| Admin fee / account holder | $42,230 | $5,885+617.6% | $7,904+434.3% | $6,924+509.9% |