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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 | $181,538 | $58,311+211.3% | $81,882+121.7% | $80,959+124.2% |
| Participation rate | 48.6% | 63.5%-14.8pp | 72.4%-23.7pp | 67.7%-19.0pp |
| Annual return | 8.79% | 41.85%-33.1pp | 779.47%-770.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,434 | $2,347-38.9% | $2,916-50.8% | $2,757-48.0% |
| Participant deferral / active EE | $2,125 | $3,287-35.4% | $4,323-50.8% | $4,300-50.6% |
| Admin fee / account holder | $1,930 | $4,752-59.4% | $7,360-73.8% | $6,925-72.1% |