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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 | $107,364 | $102,595+4.6% | $94,057+14.1% | $154,746-30.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 9.08% | 583.42%-574.3pp | 480.62%-471.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,488 | $3,147-52.7% | $2,933-49.3% | $4,379-66.0% |
| Participant deferral / active EE | $6,500 | $5,118+27.0% | $4,709+38.0% | $6,730-3.4% |
| Admin fee / account holder | $1,451 | $7,736-81.2% | $7,244-80.0% | $14,365-89.9% |