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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 | $114,368 | $88,778+28.8% | $81,844+39.7% | $145,884-21.6% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 8.27% | 1033.03%-1024.8pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $802 | $3,087-74.0% | $2,916-72.5% | $4,662-82.8% |
| Participant deferral / active EE | $5,945 | $4,648+27.9% | $4,323+37.5% | $6,690-11.1% |
| Admin fee / account holder | $1,980 | $8,430-76.5% | $7,355-73.1% | $13,392-85.2% |