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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 | $93,345+47.0% | $119,126+15.2% | $87,485+56.8% |
| Participation rate | 35.7% | 68.7%-33.0pp | 75.8%-40.0pp | 68.9%-33.2pp |
| Annual return | 10.57% | 19.08%-8.5pp | 282.11%-271.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,376 | $3,172-56.6% | $4,034-65.9% | $2,596-47.0% |
| Participant deferral / active EE | $3,028 | $4,099-26.1% | $5,318-43.1% | $4,274-29.1% |
| Admin fee / account holder | $21,794 | $8,039+171.1% | $10,693+103.8% | $7,775+180.3% |