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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 | $109,118 | $88,710+23.0% | $81,783+33.4% | $145,959-25.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.02% | 1027.26%-1023.2pp | 775.05%-771.0pp | 561.95%-557.9pp |
| Employer contribution / active EE | $12,500 | $3,083+305.4% | $2,913+329.2% | $4,661+168.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $400 | $8,407-95.2% | $7,380-94.6% | $13,398-97.0% |