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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 | $129,163 | $48,011+169.0% | $63,803+102.4% | $82,637+56.3% |
| Participation rate | 50.0% | 66.6%-16.6pp | 72.7%-22.7pp | 68.1%-18.1pp |
| Annual return | 10.29% | 19.84%-9.6pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,475 | $1,904-22.5% | $2,532-41.7% | $2,552-42.2% |
| Participant deferral / active EE | $3,840 | $2,846+34.9% | $3,843-0.1% | $4,126-6.9% |
| Admin fee / account holder | $6,217 | $3,873+60.5% | $5,196+19.6% | $7,339-15.3% |