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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 | $206,080 | $51,638+299.1% | $129,406+59.3% | $80,959+154.5% |
| Participation rate | 33.3% | 56.9%-23.6pp | 69.6%-36.3pp | 67.7%-34.3pp |
| Annual return | -11.80% | 20.78%-32.6pp | 9468.18%-9480.0pp | 35.67%-47.5pp |
| Employer contribution / active EE | $524 | $1,584-66.9% | $4,155-87.4% | $2,757-81.0% |
| Participant deferral / active EE | $1,594 | $2,670-40.3% | $4,167-61.7% | $4,300-62.9% |
| Admin fee / account holder | $719 | $4,313-83.3% | $7,689-90.6% | $6,925-89.6% |