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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 | $158,099 | $106,005+49.1% | $92,239+71.4% | $147,585+7.1% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 7.88% | 50.05%-42.2pp | 176.29%-168.4pp | 578.58%-570.7pp |
| Employer contribution / active EE | $1,192 | $4,333-72.5% | $3,680-67.6% | $4,876-75.6% |
| Participant deferral / active EE | $3,942 | $4,478-12.0% | $3,897+1.2% | $5,439-27.5% |
| Admin fee / account holder | $1,562 | $6,333-75.3% | $5,194-69.9% | $10,886-85.7% |