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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 | $61,125+118.4% | $94,057+41.9% | $87,485+52.6% |
| Participation rate | 40.4% | 64.1%-23.6pp | 73.3%-32.9pp | 68.9%-28.5pp |
| Annual return | 11.15% | 35.20%-24.0pp | 480.62%-469.5pp | 26.06%-14.9pp |
| Employer contribution / active EE | $1,325 | $2,136-38.0% | $2,933-54.8% | $2,596-49.0% |
| Participant deferral / active EE | $3,069 | $3,260-5.9% | $4,709-34.8% | $4,274-28.2% |
| Admin fee / account holder | $21,988 | $5,629+290.6% | $7,244+203.5% | $7,775+182.8% |