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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 | $118,116 | $73,978+59.7% | $96,515+22.4% | $75,173+57.1% |
| Participation rate | 43.2% | 66.4%-23.2pp | 74.3%-31.2pp | 67.2%-24.0pp |
| Annual return | 13.03% | 26.72%-13.7pp | 35.73%-22.7pp | 160.72%-147.7pp |
| Employer contribution / active EE | $986 | $2,931-66.4% | $3,740-73.6% | $2,671-63.1% |
| Participant deferral / active EE | $3,378 | $3,660-7.7% | $4,880-30.8% | $4,126-18.1% |
| Admin fee / account holder | $27,124 | $5,219+419.8% | $6,735+302.7% | $5,651+380.0% |