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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 | $58,275+114.0% | $81,844+52.4% | $80,935+54.1% |
| Participation rate | 34.5% | 63.5%-28.9pp | 72.4%-37.8pp | 67.7%-33.1pp |
| Annual return | 10.72% | 41.82%-31.1pp | 778.87%-768.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,823 | $2,346-22.3% | $2,916-37.5% | $2,757-33.9% |
| Participant deferral / active EE | $4,276 | $3,285+30.2% | $4,323-1.1% | $4,299-0.5% |
| Admin fee / account holder | $9,453 | $4,749+99.1% | $7,355+28.5% | $6,924+36.5% |