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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 | $95,733 | $54,690+75.0% | $76,030+25.9% | $74,478+28.5% |
| Participation rate | 23.3% | 60.3%-37.0pp | 69.1%-45.7pp | 67.2%-43.9pp |
| Annual return | 10.50% | 31.92%-21.4pp | 361.54%-351.0pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $885 | $1,781-50.3% | $2,688-67.1% | $2,626-66.3% |
| Participant deferral / active EE | $1,671 | $3,070-45.6% | $4,257-60.7% | $4,350-61.6% |
| Admin fee / account holder | $3,523 | $2,240+57.3% | $6,421-45.1% | $1,946+81.1% |