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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 | $121,006 | $58,275+107.6% | $81,844+47.9% | $80,935+49.5% |
| Participation rate | 41.2% | 63.5%-22.3pp | 72.4%-31.2pp | 67.7%-26.5pp |
| Annual return | 8.14% | 41.82%-33.7pp | 778.87%-770.7pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,444 | $2,346-38.5% | $2,916-50.5% | $2,757-47.6% |
| Participant deferral / active EE | $3,325 | $3,285+1.2% | $4,323-23.1% | $4,299-22.7% |
| Admin fee / account holder | $112,859 | $4,749+2276.7% | $7,355+1434.4% | $6,924+1529.9% |