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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 | $111,855 | $97,732+14.5% | $83,831+33.4% | $135,380-17.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -10.58% | 1287.56%-1298.1pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $708 | $4,222-83.2% | $3,631-80.5% | $4,779-85.2% |
| Participant deferral / active EE | $4,500 | $4,683-3.9% | $4,082+10.2% | $5,609-19.8% |
| Admin fee / account holder | $4,065 | $6,675-39.1% | $5,479-25.8% | $10,828-62.5% |