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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 | $122,659 | $88,672+38.3% | $105,223+16.6% | $82,448+48.8% |
| Participation rate | 49.2% | 67.9%-18.7pp | 75.0%-25.8pp | 68.1%-18.8pp |
| Annual return | 12.07% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,556 | $3,048-49.0% | $3,689-57.8% | $2,551-39.0% |
| Participant deferral / active EE | $2,953 | $4,036-26.8% | $5,072-41.8% | $4,139-28.7% |
| Admin fee / account holder | $75,290 | $7,146+953.6% | $8,859+749.9% | $7,234+940.7% |