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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 | $94,997 | $57,312+65.8% | $86,617+9.7% | $75,181+26.4% |
| Participation rate | 31.1% | 63.2%-32.1pp | 71.7%-40.6pp | 67.2%-36.1pp |
| Annual return | 10.33% | 2672.78%-2662.5pp | 591.91%-581.6pp | 160.69%-150.4pp |
| Employer contribution / active EE | $1,344 | $2,315-42.0% | $3,023-55.5% | $2,671-49.7% |
| Participant deferral / active EE | $3,113 | $3,319-6.2% | $4,437-29.9% | $4,126-24.6% |
| Admin fee / account holder | $2,802 | $4,114-31.9% | $5,613-50.1% | $5,650-50.4% |