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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 | $123,731 | $78,705+57.2% | $117,860+5.0% | $70,124+76.4% |
| Participation rate | 45.0% | 73.2%-28.2pp | 79.7%-34.7pp | 69.5%-24.5pp |
| Annual return | 8.91% | 23.30%-14.4pp | 335.10%-326.2pp | 73.14%-64.2pp |
| Employer contribution / active EE | $1,044 | $2,223-53.0% | $3,786-72.4% | $2,342-55.4% |
| Participant deferral / active EE | $1,967 | $3,297-40.3% | $4,482-56.1% | $3,332-41.0% |
| Admin fee / account holder | $38,023 | $5,065+650.6% | $8,021+374.1% | $4,645+718.5% |