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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 | $208,654 | $94,031+121.9% | $115,768+80.2% | $82,448+153.1% |
| Participation rate | 49.1% | 70.4%-21.3pp | 74.4%-25.3pp | 68.1%-18.9pp |
| Annual return | 11.87% | 20.61%-8.7pp | 100.46%-88.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $795 | $2,323-65.8% | $2,940-73.0% | $2,551-68.8% |
| Participant deferral / active EE | $2,940 | $3,972-26.0% | $4,917-40.2% | $4,139-29.0% |
| Admin fee / account holder | $24,438 | $10,249+138.4% | $12,439+96.5% | $7,234+237.8% |