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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 | $163,224 | $57,140+185.7% | $85,240+91.5% | $80,959+101.6% |
| Participation rate | 36.8% | 56.4%-19.6pp | 67.5%-30.7pp | 67.7%-30.8pp |
| Annual return | 7.16% | 21.71%-14.5pp | 66.75%-59.6pp | 35.67%-28.5pp |
| Employer contribution / active EE | $439 | $1,802-75.7% | $2,735-84.0% | $2,757-84.1% |
| Participant deferral / active EE | $2,497 | $3,115-19.8% | $4,527-44.8% | $4,300-41.9% |
| Admin fee / account holder | $25,540 | $4,992+411.6% | $6,165+314.3% | $6,925+268.8% |