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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 | $132,948 | $51,638+157.5% | $68,368+94.5% | $82,448+61.3% |
| Participation rate | 39.2% | 63.6%-24.4pp | 73.8%-34.5pp | 68.1%-28.9pp |
| Annual return | 10.37% | 37.53%-27.2pp | 292.57%-282.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $734 | $2,047-64.1% | $2,649-72.3% | $2,551-71.2% |
| Participant deferral / active EE | $1,475 | $2,914-49.4% | $4,123-64.2% | $4,139-64.4% |
| Admin fee / account holder | $13,590 | $4,643+192.7% | $5,150+163.9% | $7,234+87.8% |