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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 | $95,436 | $47,105+102.6% | $68,368+39.6% | $67,986+40.4% |
| Participation rate | 45.4% | 51.8%-6.4pp | 73.8%-28.4pp | 57.2%-11.8pp |
| Annual return | 12.35% | 48.37%-36.0pp | 292.57%-280.2pp | 31.67%-19.3pp |
| Employer contribution / active EE | $1,580 | $1,859-15.0% | $2,649-40.4% | $2,019-21.7% |
| Participant deferral / active EE | $1,900 | $2,374-20.0% | $4,123-53.9% | $3,358-43.4% |
| Admin fee / account holder | $12,602 | $2,435+417.6% | $5,150+144.7% | $3,203+293.4% |