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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 | $80,251 | $102,635-21.8% | $86,209-6.9% | $139,456-42.5% |
| Participation rate | 30.0% | 74.5%-44.5pp | 69.0%-39.0pp | 80.3%-50.3pp |
| Annual return | 6.16% | 1923.53%-1917.4pp | 1169.05%-1162.9pp | 373.45%-367.3pp |
| Employer contribution / active EE | $1,242 | $3,034-59.1% | $2,381-47.8% | $4,753-73.9% |
| Participant deferral / active EE | $1,546 | $4,677-67.0% | $3,986-61.2% | $6,711-77.0% |
| Admin fee / account holder | $11,190 | $8,661+29.2% | $6,853+63.3% | $11,407-1.9% |