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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 | $201,783 | $35,183+473.5% | $73,550+174.3% | $70,126+187.7% |
| Participation rate | 4.1% | 42.9%-38.9pp | 54.9%-50.9pp | 69.5%-65.5pp |
| Annual return | 9.47% | 26.90%-17.4pp | -15.16%+24.6pp | 73.15%-63.7pp |
| Employer contribution / active EE | $249 | $709-64.9% | $1,219-79.6% | $2,343-89.4% |
| Participant deferral / active EE | $486 | $1,220-60.1% | $1,804-73.0% | $3,332-85.4% |
| Admin fee / account holder | $2,435 | $2,302+5.8% | $2,320+5.0% | $4,645-47.6% |