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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 | $171,245 | $57,305+198.8% | $86,640+97.7% | $75,173+127.8% |
| Participation rate | 48.6% | 63.2%-14.6pp | 71.7%-23.1pp | 67.2%-18.6pp |
| Annual return | 12.86% | 2674.24%-2661.4pp | 592.52%-579.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,615 | $2,316-30.3% | $3,024-46.6% | $2,671-39.6% |
| Participant deferral / active EE | $2,384 | $3,320-28.2% | $4,438-46.3% | $4,126-42.2% |
| Admin fee / account holder | $2,642 | $4,116-35.8% | $5,616-53.0% | $5,651-53.3% |