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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 | $108,555 | $60,139+80.5% | $90,461+20.0% | $79,856+35.9% |
| Participation rate | 25.9% | 65.0%-39.1pp | 72.7%-46.8pp | 69.6%-43.7pp |
| Annual return | 9.30% | 71.96%-62.7pp | 1294.76%-1285.5pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,255 | $2,069-39.4% | $3,264-61.6% | $2,471-49.2% |
| Participant deferral / active EE | $3,254 | $2,939+10.7% | $3,964-17.9% | $3,741-13.0% |
| Admin fee / account holder | $33,106 | $3,978+732.2% | $5,617+489.4% | $5,306+523.9% |