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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 | $63,354+218.5% | $94,105+114.5% | $82,637+144.2% |
| Participation rate | 16.2% | 63.8%-47.6pp | 71.9%-55.7pp | 68.1%-51.8pp |
| Annual return | 11.64% | 34.36%-22.7pp | 204.55%-192.9pp | 53.51%-41.9pp |
| Employer contribution / active EE | $357 | $1,760-79.7% | $2,504-85.8% | $2,552-86.0% |
| Participant deferral / active EE | $1,653 | $2,873-42.5% | $3,881-57.4% | $4,126-59.9% |
| Admin fee / account holder | $49,232 | $5,073+870.5% | $6,199+694.1% | $7,339+570.8% |