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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 | $100,589 | $49,897+101.6% | $80,648+24.7% | $75,177+33.8% |
| Participation rate | 40.5% | 55.3%-14.8pp | 67.0%-26.5pp | 67.2%-26.7pp |
| Annual return | 14.08% | 34.68%-20.6pp | 937.21%-923.1pp | 160.75%-146.7pp |
| Employer contribution / active EE | $1,181 | $1,699-30.5% | $2,724-56.6% | $2,671-55.8% |
| Participant deferral / active EE | $4,142 | $2,992+38.5% | $4,443-6.8% | $4,126+0.4% |
| Admin fee / account holder | $35,027 | $3,579+878.8% | $5,382+550.8% | $5,651+519.8% |