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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 | $124,486 | $89,259+39.5% | $107,187+16.1% | $82,637+50.6% |
| Participation rate | 43.3% | 67.9%-24.6pp | 75.0%-31.7pp | 68.1%-24.8pp |
| Annual return | 11.11% | 21.02%-9.9pp | 204.55%-193.4pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,175 | $3,080-61.9% | $3,782-68.9% | $2,552-54.0% |
| Participant deferral / active EE | $3,074 | $4,037-23.9% | $5,096-39.7% | $4,126-25.5% |
| Admin fee / account holder | $21,066 | $7,381+185.4% | $9,162+129.9% | $7,339+187.0% |