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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 | $115,369 | $60,442+90.9% | $96,754+19.2% | $87,485+31.9% |
| Participation rate | 28.3% | 58.7%-30.4pp | 70.3%-42.0pp | 68.9%-40.7pp |
| Annual return | 11.46% | 21.97%-10.5pp | 82.04%-70.6pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,290 | $1,691-23.7% | $2,679-51.9% | $2,596-50.3% |
| Participant deferral / active EE | $2,327 | $3,280-29.0% | $4,758-51.1% | $4,274-45.5% |
| Admin fee / account holder | $16,490 | $5,069+225.3% | $8,905+85.2% | $7,775+112.1% |