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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 | $112,487 | $55,446+102.9% | $155,574-27.7% | $74,429+51.1% |
| Participation rate | 44.9% | 61.9%-17.0pp | 78.2%-33.4pp | 67.2%-22.4pp |
| Annual return | 10.51% | 269.20%-258.7pp | 64.87%-54.4pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $3,712 | $2,266+63.8% | $4,676-20.6% | $2,625+41.4% |
| Participant deferral / active EE | $1,549 | $2,836-45.4% | $5,629-72.5% | $4,348-64.4% |
| Admin fee / account holder | $35,133 | $1,743+1915.7% | $15,914+120.8% | $1,944+1706.9% |