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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 | $153,864 | $58,275+164.0% | $81,844+88.0% | $80,935+90.1% |
| Participation rate | 39.3% | 63.5%-24.2pp | 72.4%-33.1pp | 67.7%-28.4pp |
| Annual return | 8.50% | 41.82%-33.3pp | 778.87%-770.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $1,095 | $2,346-53.3% | $2,916-62.5% | $2,757-60.3% |
| Participant deferral / active EE | $2,625 | $3,285-20.1% | $4,323-39.3% | $4,299-38.9% |
| Admin fee / account holder | $3,197 | $4,749-32.7% | $7,355-56.5% | $6,924-53.8% |