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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 | $155,449 | $88,754+75.1% | $81,820+90.0% | $145,877+6.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 8.02% | 1031.77%-1023.7pp | 777.93%-769.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,446 | $3,085-20.7% | $2,915-16.1% | $4,663-47.5% |
| Participant deferral / active EE | $5,458 | $4,648+17.4% | $4,323+26.3% | $6,691-18.4% |
| Admin fee / account holder | $12,292 | $8,424+45.9% | $7,391+66.3% | $13,402-8.3% |