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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 | $117,031 | $58,241+100.9% | $81,780+43.1% | $80,911+44.6% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.4%-39.0pp | 67.6%-34.3pp |
| Annual return | 9.83% | 41.73%-31.9pp | 776.27%-766.4pp | 35.63%-25.8pp |
| Employer contribution / active EE | $1,668 | $2,343-28.8% | $2,914-42.8% | $2,756-39.5% |
| Participant deferral / active EE | $3,271 | $3,283-0.4% | $4,321-24.3% | $4,297-23.9% |
| Admin fee / account holder | $28,445 | $4,973+472.0% | $7,384+285.2% | $6,935+310.2% |