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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 | $133,468 | $51,638+158.5% | $68,368+95.2% | $82,448+61.9% |
| Participation rate | 40.4% | 63.6%-23.2pp | 73.8%-33.3pp | 68.1%-27.6pp |
| Annual return | 11.15% | 37.53%-26.4pp | 292.57%-281.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,325 | $2,047-35.2% | $2,649-50.0% | $2,551-48.0% |
| Participant deferral / active EE | $3,069 | $2,914+5.3% | $4,123-25.6% | $4,139-25.9% |
| Admin fee / account holder | $21,988 | $4,643+373.5% | $5,150+327.0% | $7,234+203.9% |