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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 | $88,815+22.9% | $81,882+33.3% | $145,897-25.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.02% | 1033.75%-1029.7pp | 779.47%-775.4pp | 552.29%-548.3pp |
| Employer contribution / active EE | $12,500 | $3,086+305.0% | $2,916+328.7% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $400 | $8,434-95.3% | $7,360-94.6% | $13,390-97.0% |