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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 | $195,934 | $88,778+120.7% | $81,844+139.4% | $145,884+34.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.18% | 1033.03%-1023.8pp | 778.87%-769.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,077 | $3,087-65.1% | $2,916-63.1% | $4,662-76.9% |
| Participant deferral / active EE | $6,881 | $4,648+48.0% | $4,323+59.1% | $6,690+2.9% |
| Admin fee / account holder | $1,117 | $8,430-86.7% | $7,355-84.8% | $13,392-91.7% |