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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 | $90,113 | $88,815+1.5% | $81,882+10.1% | $145,897-38.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.93% | 1033.75%-1028.8pp | 779.47%-774.5pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,590 | $3,086-48.5% | $2,916-45.5% | $4,663-65.9% |
| Participant deferral / active EE | $4,750 | $4,647+2.2% | $4,323+9.9% | $6,689-29.0% |
| Admin fee / account holder | $37,536 | $8,434+345.0% | $7,360+410.0% | $13,390+180.3% |