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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 | $133,457 | $48,327+176.2% | $67,575+97.5% | $80,935+64.9% |
| Participation rate | 48.0% | 66.4%-18.4pp | 72.9%-24.9pp | 67.7%-19.7pp |
| Annual return | 3.58% | 18.31%-14.7pp | 3528.98%-3525.4pp | 35.66%-32.1pp |
| Employer contribution / active EE | $1,461 | $2,022-27.8% | $2,736-46.6% | $2,757-47.0% |
| Participant deferral / active EE | $2,588 | $2,927-11.6% | $4,003-35.4% | $4,299-39.8% |
| Admin fee / account holder | $19,918 | $3,692+439.5% | $3,993+398.8% | $6,924+187.7% |