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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 | $206,308 | $77,574+165.9% | $108,753+89.7% | $86,983+137.2% |
| Participation rate | 26.7% | 62.3%-35.6pp | 71.1%-44.4pp | 69.5%-42.9pp |
| Annual return | 10.77% | 18.42%-7.6pp | 37.47%-26.7pp | 25.83%-15.1pp |
| Employer contribution / active EE | $353 | $1,611-78.1% | $2,427-85.5% | $2,584-86.3% |
| Participant deferral / active EE | $2,274 | $3,128-27.3% | $4,115-44.7% | $4,194-45.8% |
| Admin fee / account holder | $431 | $6,529-93.4% | $10,320-95.8% | $7,856-94.5% |