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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 | $115,680 | $88,778+30.3% | $81,844+41.3% | $145,884-20.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.57% | 1033.03%-1025.5pp | 778.87%-771.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,325 | $3,087+7.7% | $2,916+14.0% | $4,662-28.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,074 | $8,430-87.3% | $7,355-85.4% | $13,392-92.0% |