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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 | $107,196 | $90,107+19.0% | $182,262-41.2% | $69,733+53.7% |
| Participation rate | 53.1% | 64.8%-11.7pp | 84.2%-31.1pp | 62.5%-9.3pp |
| Annual return | 11.22% | 95.58%-84.4pp | 140.60%-129.4pp | 15.22%-4.0pp |
| Employer contribution / active EE | $1,293 | $3,043-57.5% | $5,046-74.4% | $2,250-42.5% |
| Participant deferral / active EE | $4,051 | $5,135-21.1% | $8,276-51.1% | $3,054+32.6% |
| Admin fee / account holder | $8,428 | $3,377+149.6% | $16,712-49.6% | $3,102+171.7% |