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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 | $140,195 | $60,128+133.2% | $90,440+55.0% | $79,852+75.6% |
| Participation rate | 54.1% | 65.0%-10.9pp | 72.7%-18.6pp | 69.6%-15.6pp |
| Annual return | 9.82% | 71.95%-62.1pp | 1294.38%-1284.6pp | 31.72%-21.9pp |
| Employer contribution / active EE | $1,622 | $2,068-21.6% | $3,263-50.3% | $2,471-34.3% |
| Participant deferral / active EE | $5,118 | $2,939+74.2% | $3,964+29.1% | $3,740+36.8% |
| Admin fee / account holder | $19,732 | $3,977+396.1% | $5,615+251.4% | $5,306+271.9% |