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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 | $151,725 | $72,426+109.5% | $67,560+124.6% | $145,897+4.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 8.86% | 7226.78%-7217.9pp | 3533.50%-3524.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $545 | $3,074-82.3% | $2,737-80.1% | $4,663-88.3% |
| Participant deferral / active EE | $1,350 | $4,785-71.8% | $4,004-66.3% | $6,689-79.8% |
| Admin fee / account holder | $1,060 | $5,514-80.8% | $3,994-73.5% | $13,390-92.1% |