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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 | $50,554+127.3% | $67,681+69.8% | $87,485+31.4% |
| Participation rate | 44.0% | 67.7%-23.7pp | 73.7%-29.7pp | 68.9%-24.9pp |
| Annual return | 9.37% | 17.81%-8.4pp | 590.58%-581.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,116 | $1,988-43.9% | $2,678-58.3% | $2,596-57.0% |
| Participant deferral / active EE | $2,856 | $2,961-3.6% | $3,976-28.2% | $4,274-33.2% |
| Admin fee / account holder | $35,934 | $4,132+769.6% | $6,100+489.1% | $7,775+362.2% |