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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 | $168,793 | $117,829+43.3% | $102,423+64.8% | $145,877+15.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.48% | 31.83%-23.4pp | 29.42%-20.9pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,076 | $3,615-70.2% | $3,023-64.4% | $4,663-76.9% |
| Participant deferral / active EE | $2,924 | $5,732-49.0% | $5,054-42.1% | $6,691-56.3% |
| Admin fee / account holder | $30,368 | $13,335+127.7% | $9,455+221.2% | $13,402+126.6% |