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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 | $200,867 | $58,311+244.5% | $81,882+145.3% | $80,959+148.1% |
| Participation rate | 6.1% | 63.5%-57.4pp | 72.4%-66.3pp | 67.7%-61.6pp |
| Annual return | 10.34% | 41.85%-31.5pp | 779.47%-769.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $394 | $2,347-83.2% | $2,916-86.5% | $2,757-85.7% |
| Participant deferral / active EE | $1,848 | $3,287-43.8% | $4,323-57.2% | $4,300-57.0% |
| Admin fee / account holder | $61,448 | $4,752+1193.1% | $7,360+734.9% | $6,925+787.3% |