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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 | $102,537 | $88,754+15.5% | $81,820+25.3% | $145,877-29.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 8.25% | 1031.77%-1023.5pp | 777.93%-769.7pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,411 | $3,085-54.3% | $2,915-51.6% | $4,663-69.7% |
| Participant deferral / active EE | $1,912 | $4,648-58.9% | $4,323-55.8% | $6,691-71.4% |
| Admin fee / account holder | $53,030 | $8,424+529.5% | $7,391+617.5% | $13,402+295.7% |