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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 | $150,459 | $88,815+69.4% | $81,882+83.8% | $145,897+3.1% |
| Participation rate | 52.9% | 75.1%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 8.96% | 1033.75%-1024.8pp | 779.47%-770.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $913 | $3,086-70.4% | $2,916-68.7% | $4,663-80.4% |
| Participant deferral / active EE | $2,349 | $4,647-49.4% | $4,323-45.7% | $6,689-64.9% |
| Admin fee / account holder | $1,294 | $8,434-84.7% | $7,360-82.4% | $13,390-90.3% |