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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 | $117,207 | $51,638+127.0% | $129,406-9.4% | $80,959+44.8% |
| Participation rate | 25.8% | 56.9%-31.1pp | 69.6%-43.8pp | 67.7%-41.9pp |
| Annual return | 9.54% | 20.78%-11.2pp | 9468.18%-9458.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,560 | $1,584-1.5% | $4,155-62.5% | $2,757-43.4% |
| Participant deferral / active EE | $2,488 | $2,670-6.8% | $4,167-40.3% | $4,300-42.1% |
| Admin fee / account holder | $11,135 | $4,313+158.2% | $7,689+44.8% | $6,925+60.8% |