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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 | $117,785 | $68,398+72.2% | $94,664+24.4% | $75,173+56.7% |
| Participation rate | 48.0% | 76.1%-28.1pp | 80.8%-32.8pp | 67.2%-19.2pp |
| Annual return | 12.45% | 616.72%-604.3pp | 156.84%-144.4pp | 160.72%-148.3pp |
| Employer contribution / active EE | $1,373 | $2,701-49.2% | $3,673-62.6% | $2,671-48.6% |
| Participant deferral / active EE | $3,560 | $6,537-45.5% | $7,417-52.0% | $4,126-13.7% |
| Admin fee / account holder | $10,198 | $5,324+91.5% | $7,222+41.2% | $5,651+80.5% |