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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 | $108,748 | $58,275+86.6% | $81,844+32.9% | $80,935+34.4% |
| Participation rate | 49.3% | 63.5%-14.2pp | 72.4%-23.1pp | 67.7%-18.4pp |
| Annual return | 10.22% | 41.82%-31.6pp | 778.87%-768.6pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,680 | $2,346-28.4% | $2,916-42.4% | $2,757-39.1% |
| Participant deferral / active EE | $4,265 | $3,285+29.8% | $4,323-1.4% | $4,299-0.8% |
| Admin fee / account holder | $3,884 | $4,749-18.2% | $7,355-47.2% | $6,924-43.9% |