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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 | $101,080 | $65,566+54.2% | $86,235+17.2% | $75,177+34.5% |
| Participation rate | 45.0% | 60.5%-15.5pp | 69.0%-24.0pp | 67.2%-22.2pp |
| Annual return | 11.52% | 46.07%-34.6pp | 1170.03%-1158.5pp | 160.75%-149.2pp |
| Employer contribution / active EE | $1,006 | $1,553-35.2% | $2,381-57.8% | $2,671-62.3% |
| Participant deferral / active EE | $1,603 | $3,023-47.0% | $3,987-59.8% | $4,126-61.2% |
| Admin fee / account holder | $4,878 | $5,470-10.8% | $6,856-28.8% | $5,651-13.7% |