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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 | $118,025 | $65,555+80.0% | $86,216+36.9% | $75,173+57.0% |
| Participation rate | 57.5% | 60.5%-3.0pp | 69.0%-11.5pp | 67.2%-9.7pp |
| Annual return | 11.83% | 46.07%-34.2pp | 1169.42%-1157.6pp | 160.72%-148.9pp |
| Employer contribution / active EE | $510 | $1,553-67.2% | $2,382-78.6% | $2,671-80.9% |
| Participant deferral / active EE | $5,141 | $3,023+70.1% | $3,986+29.0% | $4,126+24.6% |
| Admin fee / account holder | $20,015 | $5,469+266.0% | $6,853+192.0% | $5,651+254.2% |