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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 | $96,338+17.4% | $80,589+40.3% | $139,427-18.9% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 9.59% | 1350.43%-1340.8pp | 935.83%-926.2pp | 373.27%-363.7pp |
| Employer contribution / active EE | $642 | $3,263-80.3% | $2,724-76.4% | $4,752-86.5% |
| Participant deferral / active EE | $2,408 | $5,234-54.0% | $4,449-45.9% | $6,711-64.1% |
| Admin fee / account holder | $3,027 | $6,600-54.1% | $5,379-43.7% | $11,404-73.5% |