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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 | $121,705 | $51,638+135.7% | $129,406-6.0% | $80,959+50.3% |
| Participation rate | 42.5% | 56.9%-14.4pp | 69.6%-27.1pp | 67.7%-25.2pp |
| Annual return | 6.79% | 20.78%-14.0pp | 9468.18%-9461.4pp | 35.67%-28.9pp |
| Employer contribution / active EE | $915 | $1,584-42.2% | $4,155-78.0% | $2,757-66.8% |
| Participant deferral / active EE | $1,886 | $2,670-29.4% | $4,167-54.7% | $4,300-56.1% |
| Admin fee / account holder | $19,746 | $4,313+357.8% | $7,689+156.8% | $6,925+185.1% |