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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 | $85,050 | $68,097+24.9% | $62,929+35.2% | $137,256-38.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 2.67% | 1859.11%-1856.4pp | 1063.93%-1061.3pp | 220.34%-217.7pp |
| Employer contribution / active EE | $2,750 | $2,811-2.2% | $2,505+9.8% | $4,156-33.8% |
| Participant deferral / active EE | $6,625 | $4,553+45.5% | $3,888+70.4% | $6,407+3.4% |
| Admin fee / account holder | $471 | $6,521-92.8% | $5,065-90.7% | $12,270-96.2% |