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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 | $90,438 | $72,403+24.9% | $67,524+33.9% | $145,978-38.0% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 8.15% | 7197.23%-7189.1pp | 3519.41%-3511.3pp | 550.52%-542.4pp |
| Employer contribution / active EE | $799 | $3,072-74.0% | $2,734-70.8% | $4,662-82.9% |
| Participant deferral / active EE | $2,736 | $4,782-42.8% | $4,001-31.6% | $6,690-59.1% |
| Admin fee / account holder | $4,456 | $5,541-19.6% | $4,001+11.4% | $13,400-66.7% |