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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 | $116,623 | $58,234+100.3% | $81,783+42.6% | $80,874+44.2% |
| Participation rate | 47.7% | 63.4%-15.7pp | 72.4%-24.6pp | 67.6%-19.9pp |
| Annual return | 9.67% | 41.70%-32.0pp | 775.05%-765.4pp | 35.62%-26.0pp |
| Employer contribution / active EE | $834 | $2,341-64.4% | $2,913-71.4% | $2,756-69.7% |
| Participant deferral / active EE | $1,669 | $3,283-49.1% | $4,320-61.4% | $4,297-61.1% |
| Admin fee / account holder | $1,968 | $4,982-60.5% | $7,380-73.3% | $6,935-71.6% |