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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 | $87,807 | $68,097+28.9% | $62,929+39.5% | $137,256-36.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 8.27% | 1859.11%-1850.8pp | 1063.93%-1055.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,188 | $2,811-22.2% | $2,505-12.6% | $4,156-47.3% |
| Participant deferral / active EE | $988 | $4,553-78.3% | $3,888-74.6% | $6,407-84.6% |
| Admin fee / account holder | $3,893 | $6,521-40.3% | $5,065-23.1% | $12,270-68.3% |