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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 | $131,663 | $90,400+45.6% | $186,193-29.3% | $87,485+50.5% |
| Participation rate | 22.4% | 66.2%-43.8pp | 77.1%-54.7pp | 68.9%-46.5pp |
| Annual return | 12.61% | 22.15%-9.5pp | 78.03%-65.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,001 | $2,170-53.9% | $3,918-74.4% | $2,596-61.4% |
| Participant deferral / active EE | $3,145 | $4,330-27.4% | $6,513-51.7% | $4,274-26.4% |
| Admin fee / account holder | $22,618 | $8,673+160.8% | $11,058+104.5% | $7,775+190.9% |