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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 | $48,011+139.4% | $63,803+80.1% | $82,637+39.1% |
| Participation rate | 44.0% | 66.6%-22.6pp | 72.7%-28.7pp | 68.1%-24.1pp |
| Annual return | 9.37% | 19.84%-10.5pp | 543.72%-534.4pp | 53.51%-44.1pp |
| Employer contribution / active EE | $1,116 | $1,904-41.4% | $2,532-55.9% | $2,552-56.3% |
| Participant deferral / active EE | $2,856 | $2,846+0.3% | $3,843-25.7% | $4,126-30.8% |
| Admin fee / account holder | $35,934 | $3,873+827.7% | $5,196+591.5% | $7,339+389.6% |