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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 | $113,078 | $96,419+17.3% | $80,648+40.2% | $139,487-18.9% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 9.59% | 1352.86%-1343.3pp | 937.21%-927.6pp | 373.84%-364.3pp |
| Employer contribution / active EE | $642 | $3,261-80.3% | $2,724-76.4% | $4,755-86.5% |
| Participant deferral / active EE | $2,408 | $5,225-53.9% | $4,443-45.8% | $6,713-64.1% |
| Admin fee / account holder | $3,027 | $6,605-54.2% | $5,382-43.8% | $11,407-73.5% |