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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 | $135,197 | $78,670+71.9% | $109,173+23.8% | $85,847+57.5% |
| Participation rate | 53.8% | 68.3%-14.4pp | 75.9%-22.0pp | 69.3%-15.5pp |
| Annual return | 9.08% | 25.09%-16.0pp | 25.75%-16.7pp | 318.61%-309.5pp |
| Employer contribution / active EE | $1,360 | $2,734-50.2% | $3,723-63.5% | $2,565-47.0% |
| Participant deferral / active EE | $3,469 | $3,467+0.1% | $4,654-25.5% | $3,952-12.2% |
| Admin fee / account holder | $35,557 | $5,469+550.1% | $6,755+426.4% | $6,261+468.0% |