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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 | $136,629 | $88,672+54.1% | $105,223+29.8% | $82,448+65.7% |
| Participation rate | 39.4% | 67.9%-28.6pp | 75.0%-35.7pp | 68.1%-28.7pp |
| Annual return | 12.15% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,431 | $3,048-53.1% | $3,689-61.2% | $2,551-43.9% |
| Participant deferral / active EE | $4,517 | $4,036+11.9% | $5,072-10.9% | $4,139+9.1% |
| Admin fee / account holder | $42,078 | $7,146+488.8% | $8,859+375.0% | $7,234+481.6% |