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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 | $98,800 | $52,353+88.7% | $120,225-17.8% | $82,448+19.8% |
| Participation rate | 55.0% | 58.3%-3.3pp | 69.6%-14.6pp | 68.1%-13.1pp |
| Annual return | 9.12% | 61.85%-52.7pp | 439.23%-430.1pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,353 | $1,510-10.4% | $3,475-61.1% | $2,551-47.0% |
| Participant deferral / active EE | $4,449 | $2,627+69.4% | $3,999+11.3% | $4,139+7.5% |
| Admin fee / account holder | $45,620 | $4,363+945.7% | $5,696+700.9% | $7,234+530.6% |