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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 | $77,569+57.9% | $115,599+6.0% | $64,097+91.1% |
| Participation rate | 33.6% | 60.7%-27.1pp | 74.3%-40.7pp | 55.2%-21.6pp |
| Annual return | 11.28% | 18.52%-7.2pp | 111.10%-99.8pp | 34.64%-23.4pp |
| Employer contribution / active EE | $847 | $1,915-55.8% | $2,955-71.3% | $1,891-55.2% |
| Participant deferral / active EE | $1,814 | $3,327-45.5% | $4,889-62.9% | $3,080-41.1% |
| Admin fee / account holder | $22,032 | $4,470+392.9% | $12,841+71.6% | $3,454+537.8% |