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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 | $109,309 | $79,223+38.0% | $102,460+6.7% | $74,478+46.8% |
| Participation rate | 44.0% | 74.8%-30.8pp | 76.5%-32.5pp | 67.2%-23.2pp |
| Annual return | 9.05% | 54.98%-45.9pp | 29.47%-20.4pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $1,229 | $2,363-48.0% | $3,025-59.4% | $2,626-53.2% |
| Participant deferral / active EE | $2,322 | $4,417-47.4% | $5,056-54.1% | $4,350-46.6% |
| Admin fee / account holder | $16,608 | $2,003+729.1% | $9,460+75.6% | $1,946+753.5% |