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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 | $125,832 | $78,607+60.1% | $105,624+19.1% | $74,478+69.0% |
| Participation rate | 43.6% | 72.8%-29.2pp | 75.3%-31.6pp | 67.2%-23.6pp |
| Annual return | 11.01% | 15.96%-5.0pp | 116.20%-105.2pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $1,335 | $2,523-47.1% | $3,168-57.8% | $2,626-49.2% |
| Participant deferral / active EE | $2,710 | $4,325-37.3% | $5,013-45.9% | $4,350-37.7% |
| Admin fee / account holder | $17,797 | $2,220+701.8% | $10,961+62.4% | $1,946+814.6% |