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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 | $170,792 | $55,930+205.4% | $76,089+124.5% | $80,925+111.0% |
| Participation rate | 51.8% | 62.1%-10.3pp | 69.1%-17.3pp | 67.7%-15.9pp |
| Annual return | 9.97% | 20.58%-10.6pp | 360.94%-351.0pp | 35.65%-25.7pp |
| Employer contribution / active EE | $4,286 | $1,866+129.6% | $2,690+59.3% | $2,756+55.5% |
| Participant deferral / active EE | $1,875 | $3,051-38.5% | $4,259-56.0% | $4,299-56.4% |
| Admin fee / account holder | $28,536 | $5,241+444.5% | $6,418+344.6% | $6,940+311.2% |