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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 | $137,193 | $96,731+41.8% | $123,973+10.7% | $86,983+57.7% |
| Participation rate | 35.7% | 70.0%-34.3pp | 76.7%-40.9pp | 69.5%-33.8pp |
| Annual return | 10.57% | 17.33%-6.8pp | 388.13%-377.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $1,376 | $3,297-58.3% | $4,126-66.6% | $2,584-46.8% |
| Participant deferral / active EE | $3,028 | $4,152-27.1% | $5,247-42.3% | $4,194-27.8% |
| Admin fee / account holder | $21,794 | $8,722+149.9% | $11,799+84.7% | $7,856+177.4% |