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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 | $120,185 | $72,071+66.8% | $68,368+75.8% | $137,256-12.4% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 9.42% | 353.14%-343.7pp | 292.57%-283.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,138 | $2,788-59.2% | $2,649-57.0% | $4,156-72.6% |
| Participant deferral / active EE | $3,155 | $4,410-28.5% | $4,123-23.5% | $6,407-50.8% |
| Admin fee / account holder | $39,704 | $5,336+644.1% | $5,150+671.0% | $12,270+223.6% |