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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 | $180,771 | $51,638+250.1% | $68,368+164.4% | $82,448+119.3% |
| Participation rate | 35.5% | 63.6%-28.1pp | 73.8%-38.3pp | 68.1%-32.6pp |
| Annual return | 12.31% | 37.53%-25.2pp | 292.57%-280.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,091 | $2,047-46.7% | $2,649-58.8% | $2,551-57.2% |
| Participant deferral / active EE | $2,500 | $2,914-14.2% | $4,123-39.4% | $4,139-39.6% |
| Admin fee / account holder | $3,527 | $4,643-24.1% | $5,150-31.5% | $7,234-51.3% |