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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 | $138,006 | $88,815+55.4% | $81,882+68.5% | $145,897-5.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.98% | 1033.75%-1024.8pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,635 | $3,086-14.6% | $2,916-9.7% | $4,663-43.5% |
| Participant deferral / active EE | $3,085 | $4,647-33.6% | $4,323-28.6% | $6,689-53.9% |
| Admin fee / account holder | $975 | $8,434-88.4% | $7,360-86.7% | $13,390-92.7% |