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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 | $111,162 | $70,666+57.3% | $169,385-34.4% | $75,181+47.9% |
| Participation rate | 57.1% | 64.8%-7.6pp | 77.2%-20.0pp | 67.2%-10.1pp |
| Annual return | 12.18% | 36.37%-24.2pp | 405.82%-393.6pp | 160.69%-148.5pp |
| Employer contribution / active EE | $1,780 | $2,210-19.5% | $4,012-55.6% | $2,671-33.3% |
| Participant deferral / active EE | $3,110 | $4,308-27.8% | $6,221-50.0% | $4,126-24.6% |
| Admin fee / account holder | $44,525 | $5,402+724.2% | $9,011+394.1% | $5,650+688.1% |