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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 | $216,311 | $57,073+279.0% | $85,126+154.1% | $80,925+167.3% |
| Participation rate | 54.5% | 56.4%-1.9pp | 67.5%-13.0pp | 67.7%-13.1pp |
| Annual return | 7.79% | 21.69%-13.9pp | 66.63%-58.8pp | 35.65%-27.9pp |
| Employer contribution / active EE | $959 | $1,801-46.8% | $2,731-64.9% | $2,756-65.2% |
| Participant deferral / active EE | $5,307 | $3,113+70.5% | $4,523+17.3% | $4,299+23.5% |
| Admin fee / account holder | $32,659 | $4,988+554.8% | $6,160+430.1% | $6,940+370.6% |