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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 | $118,707 | $77,164+53.8% | $178,014-33.3% | $80,874+46.8% |
| Participation rate | 32.0% | 65.7%-33.7pp | 77.1%-45.1pp | 67.6%-35.6pp |
| Annual return | 9.84% | 18.09%-8.3pp | 294.80%-285.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,289 | $2,288-43.7% | $3,950-67.4% | $2,756-53.2% |
| Participant deferral / active EE | $3,978 | $4,408-9.8% | $6,276-36.6% | $4,297-7.4% |
| Admin fee / account holder | $19,338 | $7,164+169.9% | $10,362+86.6% | $6,935+178.8% |