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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 | $122,414 | $81,208+50.7% | $98,920+23.8% | $79,856+53.3% |
| Participation rate | 34.4% | 72.5%-38.1pp | 76.0%-41.7pp | 69.6%-35.3pp |
| Annual return | -0.06% | 60.99%-61.1pp | 196.47%-196.5pp | 31.71%-31.8pp |
| Employer contribution / active EE | $1,380 | $1,960-29.6% | $2,689-48.7% | $2,471-44.2% |
| Participant deferral / active EE | $4,214 | $3,265+29.1% | $4,245-0.7% | $3,741+12.6% |
| Admin fee / account holder | $18,403 | $6,013+206.1% | $6,643+177.0% | $5,306+246.8% |