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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 | $88,754+0.1% | $81,820+8.5% | $145,877-39.1% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 9.43% | 1031.77%-1022.3pp | 777.93%-768.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $670 | $3,085-78.3% | $2,915-77.0% | $4,663-85.6% |
| Participant deferral / active EE | $2,713 | $4,648-41.6% | $4,323-37.2% | $6,691-59.4% |
| Admin fee / account holder | $14,660 | $8,424+74.0% | $7,391+98.4% | $13,402+9.4% |