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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 | $138,523 | $88,778+56.0% | $81,844+69.3% | $145,884-5.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.64% | 1033.03%-1024.4pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $370 | $3,087-88.0% | $2,916-87.3% | $4,662-92.1% |
| Participant deferral / active EE | $3,076 | $4,648-33.8% | $4,323-28.8% | $6,690-54.0% |
| Admin fee / account holder | $993 | $8,430-88.2% | $7,355-86.5% | $13,392-92.6% |