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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 | $124,714 | $58,241+114.1% | $81,780+52.5% | $80,911+54.1% |
| Participation rate | 34.5% | 63.4%-28.9pp | 72.4%-37.8pp | 67.6%-33.1pp |
| Annual return | 10.72% | 41.73%-31.0pp | 776.27%-765.5pp | 35.63%-24.9pp |
| Employer contribution / active EE | $1,823 | $2,343-22.2% | $2,914-37.4% | $2,756-33.8% |
| Participant deferral / active EE | $4,276 | $3,283+30.3% | $4,321-1.0% | $4,297-0.5% |
| Admin fee / account holder | $9,453 | $4,973+90.1% | $7,384+28.0% | $6,935+36.3% |