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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 | $64,705+71.9% | $62,929+76.7% | $67,986+63.6% |
| Participation rate | 53.0% | 65.6%-12.6pp | 73.1%-20.1pp | 57.2%-4.2pp |
| Annual return | 9.64% | 20.31%-10.7pp | 1063.93%-1054.3pp | 31.67%-22.0pp |
| Employer contribution / active EE | $1,464 | $2,376-38.4% | $2,505-41.6% | $2,019-27.5% |
| Participant deferral / active EE | $4,155 | $3,198+29.9% | $3,888+6.9% | $3,358+23.7% |
| Admin fee / account holder | $11,157 | $1,428+681.2% | $5,065+120.3% | $3,203+248.3% |