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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 | $113,591 | $47,479+139.2% | $62,929+80.5% | $82,448+37.8% |
| Participation rate | 48.6% | 66.9%-18.3pp | 73.1%-24.5pp | 68.1%-19.5pp |
| Annual return | 11.31% | 20.34%-9.0pp | 1063.93%-1052.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,794 | $1,885-4.8% | $2,505-28.4% | $2,551-29.7% |
| Participant deferral / active EE | $4,858 | $2,870+69.2% | $3,888+24.9% | $4,139+17.4% |
| Admin fee / account holder | $36,321 | $3,804+854.9% | $5,065+617.2% | $7,234+402.1% |