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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 | $58,311+100.0% | $81,882+42.4% | $80,959+44.1% |
| Participation rate | 47.7% | 63.5%-15.8pp | 72.4%-24.7pp | 67.7%-19.9pp |
| Annual return | 9.67% | 41.85%-32.2pp | 779.47%-769.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $834 | $2,347-64.5% | $2,916-71.4% | $2,757-69.8% |
| Participant deferral / active EE | $1,669 | $3,287-49.2% | $4,323-61.4% | $4,300-61.2% |
| Admin fee / account holder | $1,968 | $4,752-58.6% | $7,360-73.3% | $6,925-71.6% |