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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 | $149,030 | $88,815+67.8% | $81,882+82.0% | $145,897+2.1% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 7.98% | 1033.75%-1025.8pp | 779.47%-771.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $470 | $3,086-84.8% | $2,916-83.9% | $4,663-89.9% |
| Participant deferral / active EE | $3,753 | $4,647-19.2% | $4,323-13.2% | $6,689-43.9% |
| Admin fee / account holder | $4,063 | $8,434-51.8% | $7,360-44.8% | $13,390-69.7% |