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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 | $120,764 | $55,446+117.8% | $155,574-22.4% | $74,429+62.3% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.6pp | 67.2%-17.6pp |
| Annual return | 4.86% | 269.20%-264.3pp | 64.87%-60.0pp | 1368.38%-1363.5pp |
| Employer contribution / active EE | $1,424 | $2,266-37.1% | $4,676-69.5% | $2,625-45.7% |
| Participant deferral / active EE | $2,458 | $2,836-13.3% | $5,629-56.3% | $4,348-43.5% |
| Admin fee / account holder | $1,109 | $1,743-36.4% | $15,914-93.0% | $1,944-43.0% |