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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 | $58,311+100.8% | $81,882+43.0% | $80,959+44.6% |
| Participation rate | 23.1% | 63.5%-40.4pp | 72.4%-49.3pp | 67.7%-44.6pp |
| Annual return | 0.19% | 41.85%-41.7pp | 779.47%-779.3pp | 35.67%-35.5pp |
| Employer contribution / active EE | $934 | $2,347-60.2% | $2,916-68.0% | $2,757-66.1% |
| Participant deferral / active EE | $1,538 | $3,287-53.2% | $4,323-64.4% | $4,300-64.2% |
| Admin fee / account holder | $2,765 | $4,752-41.8% | $7,360-62.4% | $6,925-60.1% |