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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 | $166,405 | $88,754+87.5% | $81,820+103.4% | $145,877+14.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 2.53% | 1031.77%-1029.2pp | 777.93%-775.4pp | 551.28%-548.8pp |
| Employer contribution / active EE | $1,729 | $3,085-44.0% | $2,915-40.7% | $4,663-62.9% |
| Participant deferral / active EE | $3,330 | $4,648-28.4% | $4,323-23.0% | $6,691-50.2% |
| Admin fee / account holder | $3,009 | $8,424-64.3% | $7,391-59.3% | $13,402-77.6% |