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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 | $86,202 | $88,710-2.8% | $81,783+5.4% | $145,959-40.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.70% | 1027.26%-1019.6pp | 775.05%-767.4pp | 561.95%-554.2pp |
| Employer contribution / active EE | $11,220 | $3,083+263.9% | $2,913+285.2% | $4,661+140.7% |
| Participant deferral / active EE | $33,408 | $4,645+619.3% | $4,320+673.3% | $6,689+399.5% |
| Admin fee / account holder | $110,238 | $8,407+1211.2% | $7,380+1393.8% | $13,398+722.8% |