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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 | $183,682 | $71,197+158.0% | $93,669+96.1% | $80,925+127.0% |
| Participation rate | 17.1% | 60.4%-43.3pp | 68.7%-51.7pp | 67.7%-50.6pp |
| Annual return | 8.74% | 11.27%-2.5pp | 133.59%-124.8pp | 35.65%-26.9pp |
| Employer contribution / active EE | $805 | $1,565-48.5% | $2,424-66.8% | $2,756-70.8% |
| Participant deferral / active EE | $2,066 | $4,036-48.8% | $4,416-53.2% | $4,299-51.9% |
| Admin fee / account holder | $39,481 | $6,959+467.3% | $8,291+376.2% | $6,940+468.9% |