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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 | $51,638+124.5% | $68,368+69.6% | $82,448+40.6% |
| Participation rate | 47.5% | 63.6%-16.1pp | 73.8%-26.3pp | 68.1%-20.6pp |
| Annual return | 9.73% | 37.53%-27.8pp | 292.57%-282.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $457 | $2,047-77.7% | $2,649-82.8% | $2,551-82.1% |
| Participant deferral / active EE | $2,384 | $2,914-18.2% | $4,123-42.2% | $4,139-42.4% |
| Admin fee / account holder | $16,463 | $4,643+254.5% | $5,150+219.7% | $7,234+127.6% |