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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 | $113,824 | $60,128+89.3% | $90,440+25.9% | $79,852+42.5% |
| Participation rate | 41.7% | 65.0%-23.3pp | 72.7%-31.0pp | 69.6%-28.0pp |
| Annual return | 7.06% | 71.95%-64.9pp | 1294.38%-1287.3pp | 31.72%-24.7pp |
| Employer contribution / active EE | $1,326 | $2,068-35.9% | $3,263-59.4% | $2,471-46.3% |
| Participant deferral / active EE | $2,420 | $2,939-17.7% | $3,964-39.0% | $3,740-35.3% |
| Admin fee / account holder | $34,554 | $3,977+768.7% | $5,615+515.4% | $5,306+551.2% |