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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 | $88,754+1.5% | $81,820+10.1% | $145,877-38.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.93% | 1031.77%-1026.8pp | 777.93%-773.0pp | 551.28%-546.4pp |
| Employer contribution / active EE | $1,590 | $3,085-48.5% | $2,915-45.5% | $4,663-65.9% |
| Participant deferral / active EE | $4,750 | $4,648+2.2% | $4,323+9.9% | $6,691-29.0% |
| Admin fee / account holder | $37,536 | $8,424+345.6% | $7,391+407.9% | $13,402+180.1% |