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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 | $113,728 | $79,955+42.2% | $98,461+15.5% | $75,173+51.3% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 12.21% | 19.75%-7.5pp | 21.17%-9.0pp | 160.72%-148.5pp |
| Employer contribution / active EE | $596 | $2,264-73.7% | $3,049-80.4% | $2,671-77.7% |
| Participant deferral / active EE | $1,844 | $3,752-50.8% | $4,738-61.1% | $4,126-55.3% |
| Admin fee / account holder | $23,721 | $6,841+246.7% | $8,961+164.7% | $5,651+319.8% |