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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 | $128,558 | $83,369+54.2% | $105,223+22.2% | $67,986+89.1% |
| Participation rate | 41.9% | 56.3%-14.4pp | 75.0%-33.1pp | 57.2%-15.3pp |
| Annual return | 11.70% | 24.64%-12.9pp | 180.65%-168.9pp | 31.67%-20.0pp |
| Employer contribution / active EE | $1,256 | $2,541-50.6% | $3,689-65.9% | $2,019-37.8% |
| Participant deferral / active EE | $2,274 | $3,295-31.0% | $5,072-55.2% | $3,358-32.3% |
| Admin fee / account holder | $14,058 | $4,073+245.2% | $8,859+58.7% | $3,203+338.9% |