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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 | $102,713 | $59,402+72.9% | $93,654+9.7% | $74,546+37.8% |
| Participation rate | 20.7% | 59.7%-39.0pp | 68.7%-48.1pp | 67.2%-46.6pp |
| Annual return | 8.80% | 81.86%-73.1pp | 133.34%-124.5pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $531 | $1,265-58.0% | $2,421-78.1% | $2,624-79.8% |
| Participant deferral / active EE | $1,831 | $3,049-39.9% | $4,413-58.5% | $4,347-57.9% |
| Admin fee / account holder | $4,725 | $3,023+56.3% | $8,282-42.9% | $1,944+143.1% |