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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 | $219,448 | $88,815+147.1% | $81,882+168.0% | $145,897+50.4% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 8.28% | 1033.75%-1025.5pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $856 | $3,086-72.3% | $2,916-70.6% | $4,663-81.6% |
| Participant deferral / active EE | $2,928 | $4,647-37.0% | $4,323-32.3% | $6,689-56.2% |
| Admin fee / account holder | $3,043 | $8,434-63.9% | $7,360-58.7% | $13,390-77.3% |