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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 | $55,889+126.3% | $76,119+66.2% | $80,935+56.3% |
| Participation rate | 41.4% | 62.1%-20.7pp | 69.1%-27.7pp | 67.7%-26.3pp |
| Annual return | 9.58% | 20.58%-11.0pp | 361.25%-351.7pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,069 | $1,866-42.7% | $2,693-60.3% | $2,757-61.2% |
| Participant deferral / active EE | $2,138 | $3,051-29.9% | $4,259-49.8% | $4,299-50.3% |
| Admin fee / account holder | $34,097 | $5,241+550.5% | $6,421+431.0% | $6,924+392.4% |