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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 | $232,732 | $93,589+148.7% | $135,942+71.2% | $75,181+209.6% |
| Participation rate | 28.6% | 75.2%-46.6pp | 81.9%-53.3pp | 67.2%-38.6pp |
| Annual return | 13.81% | 30.90%-17.1pp | 68.28%-54.5pp | 160.69%-146.9pp |
| Employer contribution / active EE | $1,922 | $3,537-45.7% | $4,858-60.4% | $2,671-28.0% |
| Participant deferral / active EE | $3,985 | $6,405-37.8% | $7,759-48.6% | $4,126-3.4% |
| Admin fee / account holder | $69,694 | $6,977+898.9% | $10,764+547.5% | $5,650+1133.6% |