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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 | $95,043 | $58,311+63.0% | $81,882+16.1% | $80,959+17.4% |
| Participation rate | 59.5% | 63.5%-4.0pp | 72.4%-12.9pp | 67.7%-8.1pp |
| Annual return | 9.17% | 41.85%-32.7pp | 779.47%-770.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,945 | $2,347-17.1% | $2,916-33.3% | $2,757-29.5% |
| Participant deferral / active EE | $5,082 | $3,287+54.6% | $4,323+17.5% | $4,300+18.2% |
| Admin fee / account holder | $31,054 | $4,752+553.5% | $7,360+322.0% | $6,925+348.4% |