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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 | $196,661 | $101,763+93.3% | $164,866+19.3% | $80,874+143.2% |
| Participation rate | 29.2% | 71.8%-42.7pp | 78.6%-49.4pp | 67.6%-38.5pp |
| Annual return | 10.10% | 16.73%-6.6pp | 69.97%-59.9pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,054 | $2,954-64.3% | $4,343-75.7% | $2,756-61.7% |
| Participant deferral / active EE | $2,592 | $4,477-42.1% | $6,033-57.0% | $4,297-39.7% |
| Admin fee / account holder | $53,042 | $8,228+544.6% | $12,689+318.0% | $6,935+664.8% |