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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 | $132,758 | $88,087+50.7% | $164,866-19.5% | $74,546+78.1% |
| Participation rate | 27.8% | 73.1%-45.3pp | 78.6%-50.8pp | 67.2%-39.4pp |
| Annual return | 8.86% | 17.27%-8.4pp | 69.97%-61.1pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $967 | $2,595-62.7% | $4,343-77.7% | $2,624-63.1% |
| Participant deferral / active EE | $2,345 | $4,499-47.9% | $6,033-61.1% | $4,347-46.1% |
| Admin fee / account holder | $6,943 | $2,232+211.1% | $12,689-45.3% | $1,944+257.2% |