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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 | $140,192 | $37,156+277.3% | $83,854+67.2% | $86,983+61.2% |
| Participation rate | 24.3% | 49.1%-24.8pp | 59.1%-34.8pp | 69.5%-45.3pp |
| Annual return | 10.89% | 29.88%-19.0pp | 31.39%-20.5pp | 25.83%-14.9pp |
| Employer contribution / active EE | $654 | $661-1.1% | $1,017-35.7% | $2,584-74.7% |
| Participant deferral / active EE | $693 | $1,418-51.2% | $2,035-66.0% | $4,194-83.5% |
| Admin fee / account holder | $27,552 | $2,510+997.8% | $3,197+761.9% | $7,856+250.7% |