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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 | $94,174 | $85,766+9.8% | $136,297-30.9% | $70,124+34.3% |
| Participation rate | 45.9% | 74.2%-28.2pp | 81.9%-36.0pp | 69.5%-23.6pp |
| Annual return | 12.92% | 31.45%-18.5pp | 5156.19%-5143.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,758 | $2,966-40.7% | $4,696-62.6% | $2,342-25.0% |
| Participant deferral / active EE | $3,193 | $5,051-36.8% | $6,247-48.9% | $3,332-4.2% |
| Admin fee / account holder | $23,330 | $5,420+330.4% | $9,244+152.4% | $4,645+402.2% |