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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 | $103,766 | $85,766+21.0% | $136,298-23.9% | $70,126+48.0% |
| Participation rate | 52.0% | 74.2%-22.2pp | 81.9%-29.9pp | 69.5%-17.5pp |
| Annual return | 13.16% | 31.46%-18.3pp | 5156.27%-5143.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,066 | $2,966-64.1% | $4,696-77.3% | $2,343-54.5% |
| Participant deferral / active EE | $4,516 | $5,051-10.6% | $6,247-27.7% | $3,332+35.5% |
| Admin fee / account holder | $16,986 | $5,421+213.4% | $9,244+83.8% | $4,645+265.6% |