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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 | $88,807 | $88,710+0.1% | $81,783+8.6% | $145,959-39.2% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | 9.43% | 1027.26%-1017.8pp | 775.05%-765.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $670 | $3,083-78.3% | $2,913-77.0% | $4,661-85.6% |
| Participant deferral / active EE | $2,713 | $4,645-41.6% | $4,320-37.2% | $6,689-59.4% |
| Admin fee / account holder | $14,660 | $8,407+74.4% | $7,380+98.6% | $13,398+9.4% |