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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 | $128,965 | $88,778+45.3% | $81,844+57.6% | $145,884-11.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 6.68% | 1033.03%-1026.4pp | 778.87%-772.2pp | 551.85%-545.2pp |
| Employer contribution / active EE | $2,000 | $3,087-35.2% | $2,916-31.4% | $4,662-57.1% |
| Participant deferral / active EE | $15,250 | $4,648+228.1% | $4,323+252.7% | $6,690+128.0% |
| Admin fee / account holder | $5,764 | $8,430-31.6% | $7,355-21.6% | $13,392-57.0% |