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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 | $113,878 | $53,063+114.6% | $124,206-8.3% | $82,637+37.8% |
| Participation rate | 35.3% | 58.4%-23.1pp | 69.6%-34.3pp | 68.1%-32.8pp |
| Annual return | 3.33% | 68.87%-65.5pp | 515.27%-511.9pp | 53.51%-50.2pp |
| Employer contribution / active EE | $758 | $1,530-50.5% | $3,540-78.6% | $2,552-70.3% |
| Participant deferral / active EE | $2,152 | $2,644-18.6% | $3,968-45.8% | $4,126-47.8% |
| Admin fee / account holder | $1,454 | $4,281-66.0% | $5,929-75.5% | $7,339-80.2% |