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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 | $111,249 | $88,778+25.3% | $81,844+35.9% | $145,884-23.7% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 8.89% | 1033.03%-1024.1pp | 778.87%-770.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $1,367 | $3,087-55.7% | $2,916-53.1% | $4,662-70.7% |
| Participant deferral / active EE | $3,670 | $4,648-21.0% | $4,323-15.1% | $6,690-45.1% |
| Admin fee / account holder | $949 | $8,430-88.7% | $7,355-87.1% | $13,392-92.9% |