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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 | $170,341 | $80,705+111.1% | $115,768+47.1% | $67,986+150.6% |
| Participation rate | 33.6% | 63.0%-29.3pp | 74.4%-40.8pp | 57.2%-23.6pp |
| Annual return | 11.69% | 18.49%-6.8pp | 100.46%-88.8pp | 31.67%-20.0pp |
| Employer contribution / active EE | $1,268 | $2,046-38.0% | $2,940-56.9% | $2,019-37.2% |
| Participant deferral / active EE | $2,397 | $3,559-32.6% | $4,917-51.2% | $3,358-28.6% |
| Admin fee / account holder | $17,881 | $4,135+332.4% | $12,439+43.7% | $3,203+458.2% |