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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 | $115,741 | $60,139+92.5% | $90,461+27.9% | $79,856+44.9% |
| Participation rate | 40.9% | 65.0%-24.1pp | 72.7%-31.8pp | 69.6%-28.7pp |
| Annual return | 7.35% | 71.96%-64.6pp | 1294.76%-1287.4pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,111 | $2,069-46.3% | $3,264-66.0% | $2,471-55.1% |
| Participant deferral / active EE | $3,287 | $2,939+11.8% | $3,964-17.1% | $3,741-12.1% |
| Admin fee / account holder | $31,170 | $3,978+683.5% | $5,617+455.0% | $5,306+487.4% |