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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 | $136,098 | $47,479+186.6% | $62,929+116.3% | $82,448+65.1% |
| Participation rate | 50.0% | 66.9%-16.9pp | 73.1%-23.1pp | 68.1%-18.1pp |
| Annual return | 10.01% | 20.34%-10.3pp | 1063.93%-1053.9pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,633 | $1,885+92.7% | $2,505+45.0% | $2,551+42.4% |
| Participant deferral / active EE | $2,181 | $2,870-24.0% | $3,888-43.9% | $4,139-47.3% |
| Admin fee / account holder | $18,137 | $3,804+376.8% | $5,065+258.1% | $7,234+150.7% |