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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 | $81,262+129.3% | $155,602+19.7% | $80,911+130.3% |
| Participation rate | 7.7% | 66.2%-58.5pp | 78.2%-70.5pp | 67.6%-60.0pp |
| Annual return | 10.40% | 33.34%-22.9pp | 64.81%-54.4pp | 35.63%-25.2pp |
| Employer contribution / active EE | $867 | $3,102-72.0% | $4,675-81.5% | $2,756-68.5% |
| Participant deferral / active EE | $1,069 | $3,451-69.0% | $5,629-81.0% | $4,297-75.1% |
| Admin fee / account holder | $1,047 | $7,992-86.9% | $15,923-93.4% | $6,935-84.9% |