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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 | $116,150 | $88,672+31.0% | $105,223+10.4% | $82,448+40.9% |
| Participation rate | 46.7% | 67.9%-21.3pp | 75.0%-28.4pp | 68.1%-21.4pp |
| Annual return | 10.81% | 30.86%-20.0pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $995 | $3,048-67.3% | $3,689-73.0% | $2,551-61.0% |
| Participant deferral / active EE | $3,015 | $4,036-25.3% | $5,072-40.5% | $4,139-27.2% |
| Admin fee / account holder | $25,957 | $7,146+263.2% | $8,859+193.0% | $7,234+258.8% |