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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 | $103,286 | $73,107+41.3% | $114,563-9.8% | $87,485+18.1% |
| Participation rate | 42.1% | 65.8%-23.7pp | 72.9%-30.8pp | 68.9%-26.8pp |
| Annual return | 11.75% | 19.47%-7.7pp | 241.09%-229.3pp | 26.06%-14.3pp |
| Employer contribution / active EE | $400 | $1,881-78.8% | $2,592-84.6% | $2,596-84.6% |
| Participant deferral / active EE | $2,420 | $3,144-23.0% | $4,142-41.6% | $4,274-43.4% |
| Admin fee / account holder | $11,631 | $5,770+101.6% | $7,623+52.6% | $7,775+49.6% |