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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 | $100,031 | $51,606+93.8% | $129,339-22.7% | $80,911+23.6% |
| Participation rate | 46.0% | 57.0%-10.9pp | 69.6%-23.6pp | 67.6%-21.6pp |
| Annual return | 11.12% | 20.76%-9.6pp | 9437.05%-9425.9pp | 35.63%-24.5pp |
| Employer contribution / active EE | $2,240 | $1,582+41.6% | $4,154-46.1% | $2,756-18.7% |
| Participant deferral / active EE | $5,026 | $2,669+88.3% | $4,170+20.5% | $4,297+17.0% |
| Admin fee / account holder | $32,545 | $4,310+655.1% | $7,668+324.4% | $6,935+369.3% |