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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 | $50,554+169.2% | $67,681+101.1% | $87,485+55.6% |
| Participation rate | 50.0% | 67.7%-17.7pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 10.01% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $3,633 | $1,988+82.7% | $2,678+35.6% | $2,596+39.9% |
| Participant deferral / active EE | $2,181 | $2,961-26.4% | $3,976-45.1% | $4,274-49.0% |
| Admin fee / account holder | $18,137 | $4,132+338.9% | $6,100+197.3% | $7,775+133.3% |