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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 | $88,778+53.2% | $81,844+66.1% | $145,884-6.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 2.90% | 1033.03%-1030.1pp | 778.87%-776.0pp | 551.85%-548.9pp |
| Employer contribution / active EE | $2,540 | $3,087-17.7% | $2,916-12.9% | $4,662-45.5% |
| Participant deferral / active EE | $3,770 | $4,648-18.9% | $4,323-12.8% | $6,690-43.6% |
| Admin fee / account holder | $20,253 | $8,430+140.2% | $7,355+175.3% | $13,392+51.2% |