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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 | $164,309 | $99,011+66.0% | $86,582+89.8% | $147,586+11.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 7.60% | 1312.75%-1305.1pp | 965.08%-957.5pp | 578.59%-571.0pp |
| Employer contribution / active EE | $2,400 | $3,132-23.4% | $2,839-15.5% | $4,876-50.8% |
| Participant deferral / active EE | $12,000 | $3,972+202.1% | $3,609+232.5% | $5,439+120.6% |
| Admin fee / account holder | $394 | $5,709-93.1% | $4,904-92.0% | $10,886-96.4% |