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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 | $111,212 | $67,594+64.5% | $77,361+43.8% | $69,733+59.5% |
| Participation rate | 53.0% | 71.7%-18.7pp | 75.0%-22.0pp | 62.5%-9.5pp |
| Annual return | 9.64% | 19.20%-9.6pp | 1011.54%-1001.9pp | 15.22%-5.6pp |
| Employer contribution / active EE | $1,464 | $2,649-44.7% | $2,990-51.0% | $2,250-34.9% |
| Participant deferral / active EE | $4,155 | $3,401+22.2% | $3,911+6.2% | $3,054+36.0% |
| Admin fee / account holder | $11,157 | $1,159+862.3% | $5,894+89.3% | $3,102+259.7% |