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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 | $125,661 | $65,704+91.3% | $94,229+33.4% | $59,633+110.7% |
| Participation rate | 41.7% | 72.1%-30.5pp | 78.8%-37.1pp | 68.7%-27.0pp |
| Annual return | -3.78% | 5.22%-9.0pp | 10.68%-14.5pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,122 | $2,021-44.5% | $3,587-68.7% | $2,203-49.1% |
| Participant deferral / active EE | $2,787 | $3,143-11.3% | $4,320-35.5% | $3,192-12.7% |
| Admin fee / account holder | $3,396 | $4,265-20.4% | $6,269-45.8% | $4,297-21.0% |