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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 | $61,125+269.6% | $94,057+140.2% | $87,485+158.2% |
| Participation rate | 38.5% | 64.1%-25.6pp | 73.3%-34.9pp | 68.9%-30.5pp |
| Annual return | 9.62% | 35.20%-25.6pp | 480.62%-471.0pp | 26.06%-16.4pp |
| Employer contribution / active EE | $1,406 | $2,136-34.2% | $2,933-52.1% | $2,596-45.9% |
| Participant deferral / active EE | $2,591 | $3,260-20.5% | $4,709-45.0% | $4,274-39.4% |
| Admin fee / account holder | $29,086 | $5,629+416.7% | $7,244+301.5% | $7,775+274.1% |