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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 | $136,567 | $59,456+129.7% | $93,669+45.8% | $74,429+83.5% |
| Participation rate | 38.5% | 59.6%-21.2pp | 68.7%-30.3pp | 67.2%-28.8pp |
| Annual return | 10.20% | 82.00%-71.8pp | 133.59%-123.4pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $462 | $1,266-63.5% | $2,424-80.9% | $2,625-82.4% |
| Participant deferral / active EE | $2,994 | $3,052-1.9% | $4,416-32.2% | $4,348-31.1% |
| Admin fee / account holder | $14,614 | $3,026+383.0% | $8,291+76.3% | $1,944+651.6% |