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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 | $88,702+42.5% | $81,780+54.5% | $145,978-13.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 9.33% | 1029.12%-1019.8pp | 776.27%-766.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $538 | $3,084-82.6% | $2,914-81.5% | $4,662-88.5% |
| Participant deferral / active EE | $5,083 | $4,645+9.4% | $4,321+17.7% | $6,690-24.0% |
| Admin fee / account holder | $2,056 | $8,414-75.6% | $7,384-72.2% | $13,400-84.7% |