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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 | $101,762 | $49,976+103.6% | $66,674+52.6% | $82,637+23.1% |
| Participation rate | 48.6% | 63.1%-14.5pp | 73.7%-25.1pp | 68.1%-19.5pp |
| Annual return | 8.79% | 39.09%-30.3pp | 321.24%-312.5pp | 53.51%-44.7pp |
| Employer contribution / active EE | $1,159 | $1,988-41.7% | $2,620-55.8% | $2,552-54.6% |
| Participant deferral / active EE | $2,072 | $2,847-27.2% | $4,084-49.3% | $4,126-49.8% |
| Admin fee / account holder | $15,370 | $4,594+234.6% | $5,098+201.5% | $7,339+109.4% |