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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 | $130,639 | $65,566+99.2% | $86,235+51.5% | $75,177+73.8% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.6pp | 67.2%-24.9pp |
| Annual return | 9.94% | 46.07%-36.1pp | 1170.03%-1160.1pp | 160.75%-150.8pp |
| Employer contribution / active EE | $1,968 | $1,553+26.7% | $2,381-17.4% | $2,671-26.3% |
| Participant deferral / active EE | $4,915 | $3,023+62.6% | $3,987+23.3% | $4,126+19.1% |
| Admin fee / account holder | $13,991 | $5,470+155.8% | $6,856+104.1% | $5,651+147.6% |