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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 | $136,407 | $51,638+164.2% | $68,368+99.5% | $82,448+65.4% |
| Participation rate | 46.9% | 63.6%-16.7pp | 73.8%-26.9pp | 68.1%-21.2pp |
| Annual return | 4.94% | 37.53%-32.6pp | 292.57%-287.6pp | 41.64%-36.7pp |
| Employer contribution / active EE | $8,172 | $2,047+299.3% | $2,649+208.5% | $2,551+220.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $52,089 | $4,643+1021.8% | $5,150+911.5% | $7,234+620.0% |