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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 | $135,846 | $99,011+37.2% | $86,582+56.9% | $147,586-8.0% |
| Participation rate | 27.8% | 76.3%-48.6pp | 73.5%-45.8pp | 82.8%-55.1pp |
| Annual return | 4.59% | 1312.75%-1308.2pp | 965.08%-960.5pp | 578.59%-574.0pp |
| Employer contribution / active EE | $517 | $3,132-83.5% | $2,839-81.8% | $4,876-89.4% |
| Participant deferral / active EE | $912 | $3,972-77.0% | $3,609-74.7% | $5,439-83.2% |
| Admin fee / account holder | $1,053 | $5,709-81.6% | $4,904-78.5% | $10,886-90.3% |