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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 | $119,545 | $65,555+82.4% | $86,216+38.7% | $75,173+59.0% |
| Participation rate | 45.9% | 60.5%-14.5pp | 69.0%-23.0pp | 67.2%-21.3pp |
| Annual return | 10.20% | 46.07%-35.9pp | 1169.42%-1159.2pp | 160.72%-150.5pp |
| Employer contribution / active EE | $1,075 | $1,553-30.8% | $2,382-54.9% | $2,671-59.7% |
| Participant deferral / active EE | $3,718 | $3,023+23.0% | $3,986-6.7% | $4,126-9.9% |
| Admin fee / account holder | $4,040 | $5,469-26.1% | $6,853-41.1% | $5,651-28.5% |