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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 | $88,702+14.6% | $81,780+24.3% | $145,978-30.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.17% | 1029.12%-1020.0pp | 776.27%-767.1pp | 550.52%-541.3pp |
| Employer contribution / active EE | $7,313 | $3,084+137.1% | $2,914+151.0% | $4,662+56.9% |
| Participant deferral / active EE | $10,905 | $4,645+134.8% | $4,321+152.4% | $6,690+63.0% |
| Admin fee / account holder | $581 | $8,414-93.1% | $7,384-92.1% | $13,400-95.7% |