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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 | $186,314 | $81,331+129.1% | $155,534+19.8% | $80,935+130.2% |
| Participation rate | 7.7% | 66.3%-58.6pp | 78.2%-70.5pp | 67.7%-60.0pp |
| Annual return | 10.40% | 33.37%-23.0pp | 64.92%-54.5pp | 35.66%-25.3pp |
| Employer contribution / active EE | $867 | $3,105-72.1% | $4,675-81.5% | $2,757-68.5% |
| Participant deferral / active EE | $1,069 | $3,454-69.1% | $5,630-81.0% | $4,299-75.1% |
| Admin fee / account holder | $1,047 | $7,999-86.9% | $15,900-93.4% | $6,924-84.9% |