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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 | $100,735 | $180,749-44.3% | $160,784-37.3% | $137,256-26.6% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 9.15% | 2234.46%-2225.3pp | 1803.92%-1794.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,300 | $4,155-68.7% | $3,733-65.2% | $4,156-68.7% |
| Participant deferral / active EE | $4,143 | $6,844-39.5% | $6,293-34.2% | $6,407-35.3% |
| Admin fee / account holder | $10,558 | $10,397+1.6% | $9,717+8.7% | $12,270-14.0% |