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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 | $51,638+292.4% | $129,406+56.6% | $80,959+150.3% |
| Participation rate | 18.4% | 56.9%-38.6pp | 69.6%-51.3pp | 67.7%-49.3pp |
| Annual return | 9.38% | 20.78%-11.4pp | 9468.18%-9458.8pp | 35.67%-26.3pp |
| Employer contribution / active EE | $861 | $1,584-45.6% | $4,155-79.3% | $2,757-68.8% |
| Participant deferral / active EE | $1,509 | $2,670-43.5% | $4,167-63.8% | $4,300-64.9% |
| Admin fee / account holder | $64,081 | $4,313+1385.7% | $7,689+733.4% | $6,925+825.3% |