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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 | $114,152 | $79,189+44.2% | $102,457+11.4% | $74,400+53.4% |
| Participation rate | 37.9% | 74.8%-36.9pp | 76.5%-38.6pp | 67.2%-29.3pp |
| Annual return | 10.81% | 54.98%-44.2pp | 29.41%-18.6pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $1,101 | $2,362-53.4% | $3,022-63.6% | $2,624-58.1% |
| Participant deferral / active EE | $2,472 | $4,415-44.0% | $5,054-51.1% | $4,348-43.2% |
| Admin fee / account holder | $14,243 | $2,002+611.4% | $9,451+50.7% | $1,944+632.8% |