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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 | $57,590+114.8% | $86,233+43.5% | $82,448+50.1% |
| Participation rate | 32.0% | 57.9%-25.9pp | 69.0%-37.0pp | 68.1%-36.1pp |
| Annual return | 5.59% | 22.41%-16.8pp | 61.39%-55.8pp | 41.64%-36.0pp |
| Employer contribution / active EE | $1,298 | $1,655-21.6% | $2,504-48.2% | $2,551-49.1% |
| Participant deferral / active EE | $2,384 | $3,080-22.6% | $4,559-47.7% | $4,139-42.4% |
| Admin fee / account holder | $151,412 | $4,730+3100.9% | $8,342+1715.0% | $7,234+1993.0% |