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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 | $126,375 | $88,778+42.3% | $81,844+54.4% | $145,884-13.4% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 9.33% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $538 | $3,087-82.6% | $2,916-81.6% | $4,662-88.5% |
| Participant deferral / active EE | $5,083 | $4,648+9.4% | $4,323+17.6% | $6,690-24.0% |
| Admin fee / account holder | $2,056 | $8,430-75.6% | $7,355-72.0% | $13,392-84.6% |