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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 | $88,702+23.0% | $81,780+33.4% | $145,978-25.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.02% | 1029.12%-1025.1pp | 776.27%-772.2pp | 550.52%-546.5pp |
| Employer contribution / active EE | $12,500 | $3,084+305.3% | $2,914+329.0% | $4,662+168.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $400 | $8,414-95.2% | $7,384-94.6% | $13,400-97.0% |