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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 | $98,419 | $88,778+10.9% | $81,844+20.3% | $145,884-32.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 8.81% | 1033.03%-1024.2pp | 778.87%-770.1pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,067 | $3,087-65.4% | $2,916-63.4% | $4,662-77.1% |
| Participant deferral / active EE | $1,231 | $4,648-73.5% | $4,323-71.5% | $6,690-81.6% |
| Admin fee / account holder | $389 | $8,430-95.4% | $7,355-94.7% | $13,392-97.1% |