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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 | $84,633 | $81,749+3.5% | $58,544+44.6% | $139,456-39.3% |
| Participation rate | 15.4% | 61.3%-45.9pp | 50.9%-35.5pp | 80.3%-64.9pp |
| Annual return | 6.31% | 7425.45%-7419.1pp | 4249.56%-4243.2pp | 373.45%-367.1pp |
| Employer contribution / active EE | $429 | $1,398-69.3% | $1,053-59.3% | $4,753-91.0% |
| Participant deferral / active EE | $3,948 | $2,555+54.5% | $1,923+105.3% | $6,711-41.2% |
| Admin fee / account holder | $685 | $3,272-79.1% | $2,520-72.8% | $11,407-94.0% |