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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 | $115,941 | $61,125+89.7% | $94,057+23.3% | $87,485+32.5% |
| Participation rate | 47.5% | 64.1%-16.6pp | 73.3%-25.8pp | 68.9%-21.4pp |
| Annual return | 9.73% | 35.20%-25.5pp | 480.62%-470.9pp | 26.06%-16.3pp |
| Employer contribution / active EE | $457 | $2,136-78.6% | $2,933-84.4% | $2,596-82.4% |
| Participant deferral / active EE | $2,384 | $3,260-26.9% | $4,709-49.4% | $4,274-44.2% |
| Admin fee / account holder | $16,463 | $5,629+192.5% | $7,244+127.2% | $7,775+111.7% |