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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 | $86,629 | $70,366+23.1% | $66,674+29.9% | $138,895-37.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 8.59% | 386.41%-377.8pp | 321.24%-312.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,044 | $2,765-62.2% | $2,620-60.2% | $4,194-75.1% |
| Participant deferral / active EE | $4,800 | $4,374+9.7% | $4,084+17.5% | $6,396-25.0% |
| Admin fee / account holder | $534 | $5,262-89.9% | $5,098-89.5% | $12,562-95.7% |