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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 | $225,928 | $51,638+337.5% | $68,368+230.5% | $82,448+174.0% |
| Participation rate | 38.5% | 63.6%-25.1pp | 73.8%-35.3pp | 68.1%-29.6pp |
| Annual return | 9.62% | 37.53%-27.9pp | 292.57%-283.0pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,406 | $2,047-31.3% | $2,649-46.9% | $2,551-44.9% |
| Participant deferral / active EE | $2,591 | $2,914-11.1% | $4,123-37.2% | $4,139-37.4% |
| Admin fee / account holder | $29,086 | $4,643+526.4% | $5,150+464.8% | $7,234+302.1% |