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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 | $135,975 | $88,702+53.3% | $81,780+66.3% | $145,978-6.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 2.90% | 1029.12%-1026.2pp | 776.27%-773.4pp | 550.52%-547.6pp |
| Employer contribution / active EE | $2,540 | $3,084-17.7% | $2,914-12.8% | $4,662-45.5% |
| Participant deferral / active EE | $3,770 | $4,645-18.8% | $4,321-12.8% | $6,690-43.6% |
| Admin fee / account holder | $20,253 | $8,414+140.7% | $7,384+174.3% | $13,400+51.1% |