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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 | $140,947 | $89,259+57.9% | $107,187+31.5% | $82,637+70.6% |
| Participation rate | 45.7% | 67.9%-22.2pp | 75.0%-29.3pp | 68.1%-22.3pp |
| Annual return | 10.16% | 21.02%-10.9pp | 204.55%-194.4pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,349 | $3,080-56.2% | $3,782-64.3% | $2,552-47.1% |
| Participant deferral / active EE | $3,106 | $4,037-23.1% | $5,096-39.1% | $4,126-24.7% |
| Admin fee / account holder | $23,986 | $7,381+224.9% | $9,162+161.8% | $7,339+226.8% |