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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 | $142,261 | $98,766+44.0% | $149,730-5.0% | $79,852+78.2% |
| Participation rate | 13.9% | 75.8%-61.9pp | 82.5%-68.6pp | 69.6%-55.7pp |
| Annual return | 11.84% | 27.43%-15.6pp | 276.70%-264.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $810 | $3,217-74.8% | $4,645-82.6% | $2,471-67.2% |
| Participant deferral / active EE | $2,601 | $5,681-54.2% | $6,843-62.0% | $3,740-30.5% |
| Admin fee / account holder | $22,248 | $6,052+267.6% | $9,310+139.0% | $5,306+319.3% |