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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 | $116,576 | $88,754+31.3% | $81,820+42.5% | $145,877-20.1% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 8.61% | 1031.77%-1023.2pp | 777.93%-769.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,715 | $3,085-44.4% | $2,915-41.2% | $4,663-63.2% |
| Participant deferral / active EE | $2,781 | $4,648-40.2% | $4,323-35.7% | $6,691-58.4% |
| Admin fee / account holder | $1,312 | $8,424-84.4% | $7,391-82.3% | $13,402-90.2% |