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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 | $95,754 | $60,139+59.2% | $90,461+5.9% | $79,856+19.9% |
| Participation rate | 28.6% | 65.0%-36.4pp | 72.7%-44.1pp | 69.6%-41.1pp |
| Annual return | 7.68% | 71.96%-64.3pp | 1294.76%-1287.1pp | 31.71%-24.0pp |
| Employer contribution / active EE | $570 | $2,069-72.5% | $3,264-82.5% | $2,471-76.9% |
| Participant deferral / active EE | $1,076 | $2,939-63.4% | $3,964-72.9% | $3,741-71.2% |
| Admin fee / account holder | $18,222 | $3,978+358.0% | $5,617+224.4% | $5,306+243.4% |