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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 | $135,828 | $51,638+163.0% | $68,368+98.7% | $82,448+64.7% |
| Participation rate | 37.5% | 63.6%-26.1pp | 73.8%-36.3pp | 68.1%-30.6pp |
| Annual return | 12.05% | 37.53%-25.5pp | 292.57%-280.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,268 | $2,047-38.0% | $2,649-52.1% | $2,551-50.3% |
| Participant deferral / active EE | $2,460 | $2,914-15.6% | $4,123-40.3% | $4,139-40.6% |
| Admin fee / account holder | $52,680 | $4,643+1034.5% | $5,150+922.9% | $7,234+628.2% |