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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 | $106,662 | $58,234+83.2% | $81,783+30.4% | $80,874+31.9% |
| Participation rate | 51.0% | 63.4%-12.4pp | 72.4%-21.3pp | 67.6%-16.6pp |
| Annual return | 9.46% | 41.70%-32.2pp | 775.05%-765.6pp | 35.62%-26.2pp |
| Employer contribution / active EE | $645 | $2,341-72.4% | $2,913-77.8% | $2,756-76.6% |
| Participant deferral / active EE | $3,798 | $3,283+15.7% | $4,320-12.1% | $4,297-11.6% |
| Admin fee / account holder | $24,516 | $4,982+392.1% | $7,380+232.2% | $6,935+253.5% |