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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 | $188,542 | $118,496+59.1% | $98,461+91.5% | $139,466+35.2% |
| Participation rate | 27.3% | 77.5%-50.2pp | 75.2%-47.9pp | 80.3%-53.1pp |
| Annual return | 5.42% | 18.96%-13.5pp | 21.17%-15.8pp | 373.66%-368.2pp |
| Employer contribution / active EE | $1,413 | $3,611-60.9% | $3,049-53.6% | $4,754-70.3% |
| Participant deferral / active EE | $2,250 | $5,393-58.3% | $4,738-52.5% | $6,712-66.5% |
| Admin fee / account holder | $27,248 | $14,056+93.9% | $8,961+204.1% | $11,409+138.8% |