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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 | $171,616 | $106,749+60.8% | $145,433+18.0% | $82,448+108.2% |
| Participation rate | 46.7% | 75.6%-29.0pp | 82.1%-35.5pp | 68.1%-21.4pp |
| Annual return | 12.47% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $696 | $3,444-79.8% | $4,554-84.7% | $2,551-72.7% |
| Participant deferral / active EE | $4,289 | $6,519-34.2% | $7,897-45.7% | $4,139+3.6% |
| Admin fee / account holder | $50,966 | $8,390+507.5% | $13,129+288.2% | $7,234+604.5% |