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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 | $71,208+157.9% | $93,681+96.1% | $80,911+127.0% |
| Participation rate | 17.1% | 60.4%-43.3pp | 68.7%-51.7pp | 67.6%-50.6pp |
| Annual return | 8.74% | 11.27%-2.5pp | 133.47%-124.7pp | 35.63%-26.9pp |
| Employer contribution / active EE | $805 | $1,564-48.5% | $2,422-66.7% | $2,756-70.8% |
| Participant deferral / active EE | $2,066 | $4,035-48.8% | $4,415-53.2% | $4,297-51.9% |
| Admin fee / account holder | $39,481 | $6,951+468.0% | $8,290+376.3% | $6,935+469.3% |