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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 | $101,655 | $88,815+14.5% | $81,882+24.1% | $145,897-30.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.17% | 1033.75%-1024.6pp | 779.47%-770.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $7,313 | $3,086+136.9% | $2,916+150.8% | $4,663+56.8% |
| Participant deferral / active EE | $10,905 | $4,647+134.6% | $4,323+152.2% | $6,689+63.0% |
| Admin fee / account holder | $581 | $8,434-93.1% | $7,360-92.1% | $13,390-95.7% |