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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 | $127,036 | $109,863+15.6% | $98,477+29.0% | $167,518-24.2% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 9.16% | 1958.09%-1948.9pp | 1493.59%-1484.4pp | 478.71%-469.6pp |
| Employer contribution / active EE | $1,282 | $3,225-60.2% | $2,961-56.7% | $4,838-73.5% |
| Participant deferral / active EE | $3,259 | $4,673-30.3% | $4,276-23.8% | $6,342-48.6% |
| Admin fee / account holder | $1,181 | $6,755-82.5% | $5,951-80.2% | $12,312-90.4% |