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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 | $49,976+171.8% | $66,674+103.7% | $82,637+64.4% |
| Participation rate | 37.5% | 63.1%-25.6pp | 73.7%-36.2pp | 68.1%-30.6pp |
| Annual return | 12.05% | 39.09%-27.0pp | 321.24%-309.2pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,268 | $1,988-36.2% | $2,620-51.6% | $2,552-50.3% |
| Participant deferral / active EE | $2,460 | $2,847-13.6% | $4,084-39.8% | $4,126-40.4% |
| Admin fee / account holder | $52,680 | $4,594+1046.8% | $5,098+933.3% | $7,339+617.8% |