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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 | $59,448+72.8% | $93,696+9.6% | $74,459+37.9% |
| Participation rate | 20.7% | 59.6%-39.0pp | 68.7%-48.1pp | 67.2%-46.6pp |
| Annual return | 8.80% | 82.11%-73.3pp | 133.74%-124.9pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $531 | $1,266-58.0% | $2,422-78.1% | $2,626-79.8% |
| Participant deferral / active EE | $1,831 | $3,052-40.0% | $4,417-58.5% | $4,350-57.9% |
| Admin fee / account holder | $4,725 | $3,027+56.1% | $8,287-43.0% | $1,945+143.0% |