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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 | $120,820 | $51,642+134.0% | $129,384-6.6% | $80,935+49.3% |
| Participation rate | 42.5% | 56.9%-14.4pp | 69.6%-27.1pp | 67.7%-25.2pp |
| Annual return | 9.47% | 20.78%-11.3pp | 9461.77%-9452.3pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,453 | $1,583-8.2% | $4,153-65.0% | $2,757-47.3% |
| Participant deferral / active EE | $2,701 | $2,670+1.2% | $4,166-35.2% | $4,299-37.2% |
| Admin fee / account holder | $16,851 | $4,312+290.8% | $7,686+119.2% | $6,924+143.4% |