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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 | $72,465+24.8% | $67,575+33.8% | $145,884-38.0% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 8.15% | 7222.56%-7214.4pp | 3528.98%-3520.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $799 | $3,074-74.0% | $2,736-70.8% | $4,662-82.9% |
| Participant deferral / active EE | $2,736 | $4,786-42.8% | $4,003-31.6% | $6,690-59.1% |
| Admin fee / account holder | $4,456 | $5,515-19.2% | $3,993+11.6% | $13,392-66.7% |