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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 | $102,456 | $65,555+56.3% | $86,216+18.8% | $75,173+36.3% |
| Participation rate | 43.5% | 60.5%-16.9pp | 69.0%-25.4pp | 67.2%-23.7pp |
| Annual return | 8.74% | 46.07%-37.3pp | 1169.42%-1160.7pp | 160.72%-152.0pp |
| Employer contribution / active EE | $477 | $1,553-69.3% | $2,382-80.0% | $2,671-82.2% |
| Participant deferral / active EE | $2,072 | $3,023-31.5% | $3,986-48.0% | $4,126-49.8% |
| Admin fee / account holder | $3,543 | $5,469-35.2% | $6,853-48.3% | $5,651-37.3% |