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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 | $96,694 | $65,555+47.5% | $86,216+12.2% | $75,173+28.6% |
| Participation rate | 29.1% | 60.5%-31.4pp | 69.0%-39.8pp | 67.2%-38.1pp |
| Annual return | 9.71% | 46.07%-36.4pp | 1169.42%-1159.7pp | 160.72%-151.0pp |
| Employer contribution / active EE | $971 | $1,553-37.5% | $2,382-59.2% | $2,671-63.6% |
| Participant deferral / active EE | $1,659 | $3,023-45.1% | $3,986-58.4% | $4,126-59.8% |
| Admin fee / account holder | $3,226 | $5,469-41.0% | $6,853-52.9% | $5,651-42.9% |