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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 | $107,854 | $58,275+85.1% | $81,844+31.8% | $80,935+33.3% |
| Participation rate | 51.7% | 63.5%-11.7pp | 72.4%-20.7pp | 67.7%-15.9pp |
| Annual return | 9.34% | 41.82%-32.5pp | 778.87%-769.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,685 | $2,346-28.2% | $2,916-42.2% | $2,757-38.9% |
| Participant deferral / active EE | $2,984 | $3,285-9.2% | $4,323-31.0% | $4,299-30.6% |
| Admin fee / account holder | $37,528 | $4,749+690.3% | $7,355+410.2% | $6,924+442.0% |