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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 | $103,990 | $88,815+17.1% | $81,882+27.0% | $145,897-28.7% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 8.26% | 1033.75%-1025.5pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,360 | $3,086-55.9% | $2,916-53.4% | $4,663-70.8% |
| Participant deferral / active EE | $2,636 | $4,647-43.3% | $4,323-39.0% | $6,689-60.6% |
| Admin fee / account holder | $23,855 | $8,434+182.8% | $7,360+224.1% | $13,390+78.2% |