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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 | $82,126 | $48,570+69.1% | $130,660-37.1% | $72,975+12.5% |
| Participation rate | 25.9% | 58.6%-32.6pp | 71.7%-45.8pp | 69.5%-43.6pp |
| Annual return | 16.35% | 38.63%-22.3pp | 1709.29%-1692.9pp | 81.01%-64.7pp |
| Employer contribution / active EE | $950 | $1,334-28.8% | $4,092-76.8% | $2,440-61.1% |
| Participant deferral / active EE | $1,709 | $2,384-28.3% | $3,603-52.6% | $3,608-52.6% |
| Admin fee / account holder | $49,421 | $3,549+1292.5% | $5,463+804.6% | $5,124+864.5% |