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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 | $99,474 | $55,446+79.4% | $155,574-36.1% | $74,429+33.6% |
| Participation rate | 38.5% | 61.9%-23.4pp | 78.2%-39.8pp | 67.2%-28.8pp |
| Annual return | 10.83% | 269.20%-258.4pp | 64.87%-54.0pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $1,423 | $2,266-37.2% | $4,676-69.6% | $2,625-45.8% |
| Participant deferral / active EE | $3,919 | $2,836+38.2% | $5,629-30.4% | $4,348-9.9% |
| Admin fee / account holder | $28,478 | $1,743+1533.9% | $15,914+78.9% | $1,944+1364.7% |