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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 | $88,672+59.0% | $105,223+34.0% | $82,448+71.0% |
| Participation rate | 45.7% | 67.9%-22.2pp | 75.0%-29.3pp | 68.1%-22.4pp |
| Annual return | 10.16% | 30.86%-20.7pp | 180.65%-170.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,349 | $3,048-55.7% | $3,689-63.4% | $2,551-47.1% |
| Participant deferral / active EE | $3,106 | $4,036-23.0% | $5,072-38.8% | $4,139-25.0% |
| Admin fee / account holder | $23,986 | $7,146+235.6% | $8,859+170.8% | $7,234+231.6% |