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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 | $159,793 | $93,345+71.2% | $119,126+34.1% | $87,485+82.7% |
| Participation rate | 38.5% | 68.7%-30.3pp | 75.8%-37.3pp | 68.9%-30.5pp |
| Annual return | 9.46% | 19.08%-9.6pp | 282.11%-272.7pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,486 | $3,172-53.1% | $4,034-63.2% | $2,596-42.8% |
| Participant deferral / active EE | $2,962 | $4,099-27.7% | $5,318-44.3% | $4,274-30.7% |
| Admin fee / account holder | $98,366 | $8,039+1123.7% | $10,693+819.9% | $7,775+1165.2% |