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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 | $55,457+145.4% | $77,361+75.9% | $94,015+44.8% |
| Participation rate | 50.0% | 69.8%-19.8pp | 75.0%-25.0pp | 70.8%-20.8pp |
| Annual return | 10.01% | 15.57%-5.6pp | 1011.54%-1001.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $3,633 | $2,255+61.1% | $2,990+21.5% | $2,790+30.2% |
| Participant deferral / active EE | $2,181 | $3,069-29.0% | $3,911-44.2% | $4,249-48.7% |
| Admin fee / account holder | $18,137 | $4,334+318.5% | $5,894+207.7% | $8,951+102.6% |