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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 | $126,486 | $56,060+125.6% | $76,002+66.4% | $80,874+56.4% |
| Participation rate | 41.4% | 62.0%-20.7pp | 69.1%-27.7pp | 67.6%-26.3pp |
| Annual return | 9.58% | 20.54%-11.0pp | 360.07%-350.5pp | 35.62%-26.0pp |
| Employer contribution / active EE | $1,069 | $1,873-42.9% | $2,688-60.2% | $2,756-61.2% |
| Participant deferral / active EE | $2,138 | $3,051-29.9% | $4,257-49.8% | $4,297-50.2% |
| Admin fee / account holder | $34,097 | $5,237+551.0% | $6,414+431.6% | $6,935+391.6% |