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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 | $199,054 | $72,071+176.2% | $68,368+191.2% | $137,256+45.0% |
| Participation rate | 14.3% | 76.2%-62.0pp | 73.8%-59.5pp | 80.0%-65.7pp |
| Annual return | 10.86% | 353.14%-342.3pp | 292.57%-281.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $549 | $2,788-80.3% | $2,649-79.3% | $4,156-86.8% |
| Participant deferral / active EE | $2,786 | $4,410-36.8% | $4,123-32.4% | $6,407-56.5% |
| Admin fee / account holder | $9,543 | $5,336+78.9% | $5,150+85.3% | $12,270-22.2% |