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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 | $121,304 | $65,423+85.4% | $98,477+23.2% | $85,856+41.3% |
| Participation rate | 37.3% | 65.0%-27.8pp | 73.3%-36.1pp | 69.3%-32.1pp |
| Annual return | 11.11% | 21.76%-10.7pp | 1493.59%-1482.5pp | 318.58%-307.5pp |
| Employer contribution / active EE | $957 | $2,168-55.9% | $2,961-67.7% | $2,565-62.7% |
| Participant deferral / active EE | $2,358 | $3,167-25.6% | $4,276-44.9% | $3,952-40.3% |
| Admin fee / account holder | $29,462 | $4,594+541.4% | $5,951+395.1% | $6,261+370.6% |