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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 | $142,004 | $88,778+60.0% | $81,844+73.5% | $145,884-2.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.13% | 1033.03%-1024.9pp | 778.87%-770.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,600 | $3,087-15.8% | $2,916-10.8% | $4,662-44.2% |
| Participant deferral / active EE | $2,600 | $4,648-44.1% | $4,323-39.9% | $6,690-61.1% |
| Admin fee / account holder | $730 | $8,430-91.3% | $7,355-90.1% | $13,392-94.5% |