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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 | $101,795+93.2% | $165,100+19.1% | $80,959+142.9% |
| Participation rate | 29.2% | 71.8%-42.7pp | 78.6%-49.5pp | 67.7%-38.5pp |
| Annual return | 10.10% | 16.73%-6.6pp | 70.21%-60.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,054 | $2,954-64.3% | $4,348-75.8% | $2,757-61.8% |
| Participant deferral / active EE | $2,592 | $4,476-42.1% | $6,035-57.0% | $4,300-39.7% |
| Admin fee / account holder | $53,042 | $8,221+545.2% | $12,696+317.8% | $6,925+665.9% |