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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 | $136,176 | $70,366+93.5% | $66,674+104.2% | $138,895-2.0% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.7%-31.6pp | 79.9%-37.8pp |
| Annual return | 12.00% | 386.41%-374.4pp | 321.24%-309.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,474 | $2,765-46.7% | $2,620-43.8% | $4,194-64.9% |
| Participant deferral / active EE | $2,757 | $4,374-37.0% | $4,084-32.5% | $6,396-56.9% |
| Admin fee / account holder | $663 | $5,262-87.4% | $5,098-87.0% | $12,562-94.7% |