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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 | $148,327 | $88,815+67.0% | $81,882+81.1% | $145,897+1.7% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 5.86% | 1033.75%-1027.9pp | 779.47%-773.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $2,400 | $3,086-22.2% | $2,916-17.7% | $4,663-48.5% |
| Participant deferral / active EE | $2,400 | $4,647-48.4% | $4,323-44.5% | $6,689-64.1% |
| Admin fee / account holder | $4,001 | $8,434-52.6% | $7,360-45.6% | $13,390-70.1% |