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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 | $58,241+86.7% | $81,780+33.0% | $80,911+34.4% |
| Participation rate | 49.3% | 63.4%-14.2pp | 72.4%-23.1pp | 67.6%-18.4pp |
| Annual return | 10.22% | 41.73%-31.5pp | 776.27%-766.0pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,680 | $2,343-28.3% | $2,914-42.3% | $2,756-39.0% |
| Participant deferral / active EE | $4,265 | $3,283+29.9% | $4,321-1.3% | $4,297-0.8% |
| Admin fee / account holder | $3,884 | $4,973-21.9% | $7,384-47.4% | $6,935-44.0% |