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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 | $114,917 | $47,479+142.0% | $62,929+82.6% | $82,448+39.4% |
| Participation rate | 44.0% | 66.9%-22.9pp | 73.1%-29.1pp | 68.1%-24.1pp |
| Annual return | 9.37% | 20.34%-11.0pp | 1063.93%-1054.6pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,116 | $1,885-40.8% | $2,505-55.5% | $2,551-56.3% |
| Participant deferral / active EE | $2,856 | $2,870-0.5% | $3,888-26.6% | $4,139-31.0% |
| Admin fee / account holder | $35,934 | $3,804+844.7% | $5,065+609.5% | $7,234+396.7% |