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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 | $134,093 | $88,710+51.2% | $81,783+64.0% | $145,959-8.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 8.39% | 1027.26%-1018.9pp | 775.05%-766.7pp | 561.95%-553.6pp |
| Employer contribution / active EE | $1,401 | $3,083-54.6% | $2,913-51.9% | $4,661-69.9% |
| Participant deferral / active EE | $3,673 | $4,645-20.9% | $4,320-15.0% | $6,689-45.1% |
| Admin fee / account holder | $1,558 | $8,407-81.5% | $7,380-78.9% | $13,398-88.4% |