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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 | $93,108 | $70,587+31.9% | $124,693-25.3% | $85,847+8.5% |
| Participation rate | 50.7% | 64.4%-13.7pp | 74.6%-23.9pp | 69.3%-18.6pp |
| Annual return | 9.63% | 20688.83%-20679.2pp | 5144.19%-5134.6pp | 318.61%-309.0pp |
| Employer contribution / active EE | $950 | $1,913-50.4% | $3,324-71.4% | $2,565-63.0% |
| Participant deferral / active EE | $1,618 | $2,969-45.5% | $4,615-64.9% | $3,952-59.1% |
| Admin fee / account holder | $4,174 | $5,282-21.0% | $7,494-44.3% | $6,261-33.3% |