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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 | $197,254 | $78,015+152.8% | $178,505+10.5% | $80,959+143.6% |
| Participation rate | 53.3% | 65.7%-12.3pp | 77.1%-23.8pp | 67.7%-14.3pp |
| Annual return | 9.32% | 18.10%-8.8pp | 27.16%-17.8pp | 35.67%-26.4pp |
| Employer contribution / active EE | $636 | $2,281-72.1% | $3,955-83.9% | $2,757-76.9% |
| Participant deferral / active EE | $4,393 | $4,406-0.3% | $6,280-30.1% | $4,300+2.2% |
| Admin fee / account holder | $32,504 | $7,160+353.9% | $10,428+211.7% | $6,925+369.4% |