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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 | $95,934 | $99,009-3.1% | $86,581+10.8% | $147,585-35.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 7.65% | 1312.70%-1305.0pp | 965.06%-957.4pp | 578.58%-570.9pp |
| Employer contribution / active EE | $1,057 | $3,132-66.3% | $2,840-62.8% | $4,876-78.3% |
| Participant deferral / active EE | $8,512 | $3,972+114.3% | $3,609+135.9% | $5,439+56.5% |
| Admin fee / account holder | $394 | $5,709-93.1% | $4,904-92.0% | $10,886-96.4% |