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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 | $96,731+28.7% | $123,973+0.4% | $86,983+43.1% |
| Participation rate | 43.3% | 70.0%-26.7pp | 76.7%-33.4pp | 69.5%-26.3pp |
| Annual return | 11.11% | 17.33%-6.2pp | 388.13%-377.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,175 | $3,297-64.4% | $4,126-71.5% | $2,584-54.5% |
| Participant deferral / active EE | $3,074 | $4,152-26.0% | $5,247-41.4% | $4,194-26.7% |
| Admin fee / account holder | $21,066 | $8,722+141.5% | $11,799+78.5% | $7,856+168.2% |