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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 | $119,516 | $102,422+16.7% | $147,117-18.8% | $80,959+47.6% |
| Participation rate | 47.1% | 75.9%-28.8pp | 82.2%-35.1pp | 67.7%-20.6pp |
| Annual return | 10.28% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,149 | $3,717-69.1% | $4,932-76.7% | $2,757-58.3% |
| Participant deferral / active EE | $3,174 | $6,652-52.3% | $8,065-60.6% | $4,300-26.2% |
| Admin fee / account holder | $826 | $7,953-89.6% | $12,993-93.6% | $6,925-88.1% |