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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 | $57,305+65.8% | $86,640+9.6% | $75,173+26.4% |
| Participation rate | 31.1% | 63.2%-32.1pp | 71.7%-40.6pp | 67.2%-36.1pp |
| Annual return | 10.33% | 2674.24%-2663.9pp | 592.52%-582.2pp | 160.72%-150.4pp |
| Employer contribution / active EE | $1,344 | $2,316-42.0% | $3,024-55.6% | $2,671-49.7% |
| Participant deferral / active EE | $3,113 | $3,320-6.2% | $4,438-29.9% | $4,126-24.6% |
| Admin fee / account holder | $2,802 | $4,116-31.9% | $5,616-50.1% | $5,651-50.4% |