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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 | $183,062 | $61,816+196.1% | $97,260+88.2% | $80,935+126.2% |
| Participation rate | 21.2% | 63.5%-42.3pp | 72.7%-51.4pp | 67.7%-46.4pp |
| Annual return | 8.71% | -558.73%+567.4pp | 75.54%-66.8pp | 35.66%-26.9pp |
| Employer contribution / active EE | $473 | $1,836-74.3% | $2,721-82.6% | $2,757-82.9% |
| Participant deferral / active EE | $2,181 | $3,027-27.9% | $4,262-48.8% | $4,299-49.3% |
| Admin fee / account holder | $934 | $5,166-81.9% | $5,640-83.4% | $6,924-86.5% |