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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 | $109,508 | $84,708+29.3% | $75,714+44.6% | $167,536-34.6% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.8%-21.0pp | 82.1%-28.3pp |
| Annual return | 8.40% | 199.62%-191.2pp | 104.62%-96.2pp | 478.82%-470.4pp |
| Employer contribution / active EE | $1,167 | $3,231-63.9% | $2,744-57.5% | $4,839-75.9% |
| Participant deferral / active EE | $4,323 | $4,577-5.6% | $3,820+13.2% | $6,342-31.8% |
| Admin fee / account holder | $21,359 | $5,358+298.6% | $3,619+490.2% | $12,315+73.4% |