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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 | $121,563 | $67,411+80.3% | $91,004+33.6% | $70,126+73.4% |
| Participation rate | 62.9% | 71.4%-8.4pp | 75.6%-12.7pp | 69.5%-6.6pp |
| Annual return | 11.90% | -40.16%+52.1pp | 4.60%+7.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,244 | $1,786-30.3% | $2,456-49.3% | $2,343-46.9% |
| Participant deferral / active EE | $3,279 | $2,823+16.2% | $3,548-7.6% | $3,332-1.6% |
| Admin fee / account holder | $22,188 | $4,236+423.8% | $5,417+309.6% | $4,645+377.6% |