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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 | $122,518 | $80,705+51.8% | $115,768+5.8% | $67,986+80.2% |
| Participation rate | 33.6% | 63.0%-29.4pp | 74.4%-40.8pp | 57.2%-23.6pp |
| Annual return | 11.28% | 18.49%-7.2pp | 100.46%-89.2pp | 31.67%-20.4pp |
| Employer contribution / active EE | $847 | $2,046-58.6% | $2,940-71.2% | $2,019-58.1% |
| Participant deferral / active EE | $1,814 | $3,559-49.0% | $4,917-63.1% | $3,358-46.0% |
| Admin fee / account holder | $22,032 | $4,135+432.8% | $12,439+77.1% | $3,203+587.8% |