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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 | $190,716 | $104,251+82.9% | $91,004+109.6% | $147,585+29.2% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.6%-30.1pp | 82.8%-37.4pp |
| Annual return | 4.94% | 27.06%-22.1pp | 4.60%+0.3pp | 578.57%-573.6pp |
| Employer contribution / active EE | $761 | $3,116-75.6% | $2,456-69.0% | $4,876-84.4% |
| Participant deferral / active EE | $1,565 | $4,195-62.7% | $3,548-55.9% | $5,439-71.2% |
| Admin fee / account holder | $2,482 | $8,948-72.3% | $5,417-54.2% | $10,885-77.2% |