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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 | $122,350 | $56,431+116.8% | $130,788-6.5% | $87,485+39.9% |
| Participation rate | 38.0% | 58.9%-21.0pp | 70.1%-32.1pp | 68.9%-31.0pp |
| Annual return | 3.37% | 91.27%-87.9pp | 386.44%-383.1pp | 26.06%-22.7pp |
| Employer contribution / active EE | $1,119 | $1,549-27.7% | $3,558-68.5% | $2,596-56.9% |
| Participant deferral / active EE | $2,528 | $2,749-8.0% | $4,137-38.9% | $4,274-40.8% |
| Admin fee / account holder | $2,536 | $4,433-42.8% | $6,673-62.0% | $7,775-67.4% |