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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 | $169,562 | $88,754+91.0% | $81,820+107.2% | $145,877+16.2% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 9.23% | 1031.77%-1022.5pp | 777.93%-768.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $886 | $3,085-71.3% | $2,915-69.6% | $4,663-81.0% |
| Participant deferral / active EE | $6,583 | $4,648+41.7% | $4,323+52.3% | $6,691-1.6% |
| Admin fee / account holder | $3,932 | $8,424-53.3% | $7,391-46.8% | $13,402-70.7% |