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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 | $126,872 | $59,467+113.3% | $93,727+35.4% | $74,478+70.3% |
| Participation rate | 27.2% | 59.6%-32.4pp | 68.7%-41.5pp | 67.2%-40.0pp |
| Annual return | 8.46% | 82.14%-73.7pp | 133.83%-125.4pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $740 | $1,267-41.6% | $2,421-69.4% | $2,626-71.8% |
| Participant deferral / active EE | $1,745 | $3,052-42.8% | $4,417-60.5% | $4,350-59.9% |
| Admin fee / account holder | $11,137 | $3,028+267.7% | $8,292+34.3% | $1,946+472.3% |