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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 | $202,613 | $51,604+292.6% | $129,295+56.7% | $80,874+150.5% |
| Participation rate | 18.4% | 57.0%-38.6pp | 69.6%-51.3pp | 67.6%-49.3pp |
| Annual return | 9.38% | 20.76%-11.4pp | 9429.28%-9419.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $861 | $1,585-45.7% | $4,157-79.3% | $2,756-68.8% |
| Participant deferral / active EE | $1,509 | $2,670-43.5% | $4,169-63.8% | $4,297-64.9% |
| Admin fee / account holder | $64,081 | $4,310+1386.9% | $7,665+736.0% | $6,935+824.0% |