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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 | $123,614 | $227,597-45.7% | $189,575-34.8% | $167,536-26.2% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 3.10% | 78.44%-75.3pp | 64.19%-61.1pp | 478.82%-475.7pp |
| Employer contribution / active EE | $1,725 | $5,316-67.6% | $4,412-60.9% | $4,839-64.4% |
| Participant deferral / active EE | $15,192 | $7,002+117.0% | $6,174+146.1% | $6,342+139.5% |
| Admin fee / account holder | $29,550 | $11,877+148.8% | $9,806+201.4% | $12,315+140.0% |