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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 | $88,672+40.4% | $105,223+18.3% | $82,448+51.0% |
| Participation rate | 43.3% | 67.9%-24.6pp | 75.0%-31.8pp | 68.1%-24.8pp |
| Annual return | 11.11% | 30.86%-19.7pp | 180.65%-169.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,175 | $3,048-61.4% | $3,689-68.1% | $2,551-53.9% |
| Participant deferral / active EE | $3,074 | $4,036-23.8% | $5,072-39.4% | $4,139-25.7% |
| Admin fee / account holder | $21,066 | $7,146+194.8% | $8,859+137.8% | $7,234+191.2% |