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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 | $79,209+44.1% | $102,434+11.4% | $74,459+53.3% |
| Participation rate | 37.9% | 74.8%-36.9pp | 76.5%-38.6pp | 67.2%-29.3pp |
| Annual return | 10.81% | 54.98%-44.2pp | 29.46%-18.6pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $1,101 | $2,362-53.4% | $3,023-63.6% | $2,626-58.1% |
| Participant deferral / active EE | $2,472 | $4,417-44.0% | $5,055-51.1% | $4,350-43.2% |
| Admin fee / account holder | $14,243 | $2,002+611.5% | $9,462+50.5% | $1,945+632.4% |