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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 | $201,812 | $63,703+216.8% | $93,063+116.9% | $82,448+144.8% |
| Participation rate | 16.2% | 63.8%-47.6pp | 72.1%-55.9pp | 68.1%-51.9pp |
| Annual return | 11.64% | -775.43%+787.1pp | 34.15%-22.5pp | 41.64%-30.0pp |
| Employer contribution / active EE | $357 | $1,729-79.4% | $2,476-85.6% | $2,551-86.0% |
| Participant deferral / active EE | $1,653 | $2,919-43.4% | $3,958-58.2% | $4,139-60.1% |
| Admin fee / account holder | $49,232 | $5,982+723.0% | $6,033+716.0% | $7,234+580.5% |