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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 | $107,314 | $57,541+86.5% | $95,740+12.1% | $75,173+42.8% |
| Participation rate | 42.9% | 62.5%-19.7pp | 72.3%-29.4pp | 67.2%-24.3pp |
| Annual return | 13.45% | 34.93%-21.5pp | 28.41%-15.0pp | 160.72%-147.3pp |
| Employer contribution / active EE | $524 | $1,808-71.0% | $2,836-81.5% | $2,671-80.4% |
| Participant deferral / active EE | $2,452 | $3,074-20.2% | $4,244-42.2% | $4,126-40.6% |
| Admin fee / account holder | $24,985 | $4,099+509.6% | $5,676+340.2% | $5,651+342.2% |