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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 | $123,724 | $58,848+110.2% | $88,179+40.3% | $82,637+49.7% |
| Participation rate | 32.0% | 57.9%-25.9pp | 69.1%-37.1pp | 68.1%-36.1pp |
| Annual return | 5.59% | 22.76%-17.2pp | 64.97%-59.4pp | 53.51%-47.9pp |
| Employer contribution / active EE | $1,298 | $1,678-22.7% | $2,549-49.1% | $2,552-49.1% |
| Participant deferral / active EE | $2,384 | $3,124-23.7% | $4,614-48.3% | $4,126-42.2% |
| Admin fee / account holder | $151,412 | $4,795+3057.5% | $7,673+1873.3% | $7,339+1963.2% |