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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 | $54,674+75.1% | $76,089+25.8% | $74,429+28.6% |
| Participation rate | 23.3% | 60.3%-37.0pp | 69.1%-45.8pp | 67.2%-43.9pp |
| Annual return | 10.50% | 31.89%-21.4pp | 360.94%-350.4pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $885 | $1,781-50.3% | $2,690-67.1% | $2,625-66.3% |
| Participant deferral / active EE | $1,671 | $3,071-45.6% | $4,259-60.8% | $4,348-61.6% |
| Admin fee / account holder | $3,523 | $2,238+57.5% | $6,418-45.1% | $1,944+81.2% |