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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 | $117,049 | $88,778+31.8% | $81,844+43.0% | $145,884-19.8% |
| Participation rate | 23.5% | 75.1%-51.5pp | 72.4%-48.9pp | 80.3%-56.8pp |
| Annual return | 9.33% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $807 | $3,087-73.9% | $2,916-72.3% | $4,662-82.7% |
| Participant deferral / active EE | $711 | $4,648-84.7% | $4,323-83.5% | $6,690-89.4% |
| Admin fee / account holder | $2,929 | $8,430-65.3% | $7,355-60.2% | $13,392-78.1% |