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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 | $124,995 | $51,638+142.1% | $68,368+82.8% | $82,448+51.6% |
| Participation rate | 44.1% | 63.6%-19.5pp | 73.8%-29.7pp | 68.1%-24.0pp |
| Annual return | 11.98% | 37.53%-25.6pp | 292.57%-280.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $737 | $2,047-64.0% | $2,649-72.2% | $2,551-71.1% |
| Participant deferral / active EE | $2,273 | $2,914-22.0% | $4,123-44.9% | $4,139-45.1% |
| Admin fee / account holder | $29,087 | $4,643+526.4% | $5,150+464.8% | $7,234+302.1% |