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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 | $88,754-2.9% | $81,820+5.4% | $145,877-40.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.70% | 1031.77%-1024.1pp | 777.93%-770.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $11,220 | $3,085+263.7% | $2,915+284.9% | $4,663+140.6% |
| Participant deferral / active EE | $33,408 | $4,648+618.8% | $4,323+672.9% | $6,691+399.3% |
| Admin fee / account holder | $110,238 | $8,424+1208.7% | $7,391+1391.6% | $13,402+722.5% |