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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 | $117,070 | $58,234+101.0% | $81,783+43.1% | $80,874+44.8% |
| Participation rate | 23.1% | 63.4%-40.4pp | 72.4%-49.3pp | 67.6%-44.6pp |
| Annual return | 0.19% | 41.70%-41.5pp | 775.05%-774.9pp | 35.62%-35.4pp |
| Employer contribution / active EE | $934 | $2,341-60.1% | $2,913-67.9% | $2,756-66.1% |
| Participant deferral / active EE | $1,538 | $3,283-53.2% | $4,320-64.4% | $4,297-64.2% |
| Admin fee / account holder | $2,765 | $4,982-44.5% | $7,380-62.5% | $6,935-60.1% |