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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 | $104,027 | $102,595+1.4% | $94,057+10.6% | $154,746-32.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 8.36% | 583.42%-575.1pp | 480.62%-472.3pp | 172.34%-164.0pp |
| Employer contribution / active EE | $600 | $3,147-80.9% | $2,933-79.5% | $4,379-86.3% |
| Participant deferral / active EE | $1,200 | $5,118-76.6% | $4,709-74.5% | $6,730-82.2% |
| Admin fee / account holder | $1,171 | $7,736-84.9% | $7,244-83.8% | $14,365-91.8% |