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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 | $92,944 | $49,199+88.9% | $121,210-23.3% | $75,177+23.6% |
| Participation rate | 31.0% | 55.4%-24.4pp | 69.5%-38.5pp | 67.2%-36.2pp |
| Annual return | 13.39% | 56.04%-42.7pp | 987.41%-974.0pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,334 | $1,547-13.8% | $4,171-68.0% | $2,671-50.0% |
| Participant deferral / active EE | $2,323 | $2,630-11.7% | $4,084-43.1% | $4,126-43.7% |
| Admin fee / account holder | $17,397 | $3,946+340.9% | $5,647+208.1% | $5,651+207.8% |