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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 | $100,482 | $54,717+83.6% | $86,216+16.5% | $71,511+40.5% |
| Participation rate | 44.1% | 60.1%-16.0pp | 69.0%-24.9pp | 67.9%-23.9pp |
| Annual return | 13.61% | 20.07%-6.5pp | 1169.42%-1155.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $729 | $1,267-42.5% | $2,382-69.4% | $2,589-71.8% |
| Participant deferral / active EE | $1,467 | $3,110-52.8% | $3,986-63.2% | $4,291-65.8% |
| Admin fee / account holder | $1,795 | $1,922-6.6% | $6,853-73.8% | $1,588+13.0% |