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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 | $187,415 | $51,222+265.9% | $70,544+165.7% | $75,173+149.3% |
| Participation rate | 53.6% | 61.0%-7.3pp | 68.4%-14.7pp | 67.2%-13.6pp |
| Annual return | 13.26% | 30.06%-16.8pp | 32.79%-19.5pp | 160.72%-147.5pp |
| Employer contribution / active EE | $858 | $1,827-53.0% | $2,976-71.2% | $2,671-67.9% |
| Participant deferral / active EE | $2,129 | $2,850-25.3% | $4,568-53.4% | $4,126-48.4% |
| Admin fee / account holder | $1,380 | $4,096-66.3% | $6,427-78.5% | $5,651-75.6% |