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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 | $122,393 | $61,815+98.0% | $97,295+25.8% | $80,959+51.2% |
| Participation rate | 43.7% | 63.5%-19.8pp | 72.7%-29.0pp | 67.7%-24.0pp |
| Annual return | 10.11% | -558.73%+568.8pp | 75.62%-65.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,068 | $1,836-41.9% | $2,723-60.8% | $2,757-61.3% |
| Participant deferral / active EE | $5,969 | $3,027+97.2% | $4,264+40.0% | $4,300+38.8% |
| Admin fee / account holder | $29,157 | $5,166+464.5% | $5,646+416.4% | $6,925+321.0% |