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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 | $58,275+83.0% | $81,844+30.3% | $80,935+31.8% |
| Participation rate | 51.0% | 63.5%-12.4pp | 72.4%-21.4pp | 67.7%-16.6pp |
| Annual return | 9.46% | 41.82%-32.4pp | 778.87%-769.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $645 | $2,346-72.5% | $2,916-77.9% | $2,757-76.6% |
| Participant deferral / active EE | $3,798 | $3,285+15.6% | $4,323-12.2% | $4,299-11.7% |
| Admin fee / account holder | $24,516 | $4,749+416.3% | $7,355+233.3% | $6,924+254.1% |