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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 | $132,261 | $80,763+63.8% | $102,412+29.1% | $74,459+77.6% |
| Participation rate | 29.5% | 65.7%-36.2pp | 74.5%-45.0pp | 67.2%-37.8pp |
| Annual return | 8.63% | 27.57%-18.9pp | 24.94%-16.3pp | 1369.70%-1361.1pp |
| Employer contribution / active EE | $1,180 | $3,160-62.7% | $3,870-69.5% | $2,626-55.1% |
| Participant deferral / active EE | $2,580 | $3,862-33.2% | $5,060-49.0% | $4,350-40.7% |
| Admin fee / account holder | $11,203 | $2,371+372.4% | $8,388+33.6% | $1,945+476.0% |