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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 | $65,072+70.9% | $66,439+67.4% | $65,306+70.3% |
| Participation rate | 53.0% | 69.1%-16.1pp | 74.5%-21.5pp | 57.7%-4.7pp |
| Annual return | 9.64% | 21.50%-11.9pp | 757.66%-748.0pp | 21.94%-12.3pp |
| Employer contribution / active EE | $1,464 | $2,475-40.9% | $2,637-44.5% | $1,967-25.6% |
| Participant deferral / active EE | $4,155 | $3,234+28.5% | $3,876+7.2% | $2,959+40.4% |
| Admin fee / account holder | $11,157 | $1,323+743.2% | $6,173+80.7% | $3,480+220.6% |