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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 | $126,728 | $90,691+39.7% | $76,119+66.5% | $145,884-13.1% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 7.39% | 624.52%-617.1pp | 361.25%-353.9pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,500 | $3,329-54.9% | $2,693-44.3% | $4,662-67.8% |
| Participant deferral / active EE | $7,667 | $5,167+48.4% | $4,259+80.0% | $6,690+14.6% |
| Admin fee / account holder | $1,189 | $8,383-85.8% | $6,421-81.5% | $13,392-91.1% |