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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 | $88,702+28.9% | $81,780+39.8% | $145,978-21.7% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 8.27% | 1029.12%-1020.8pp | 776.27%-768.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | $802 | $3,084-74.0% | $2,914-72.5% | $4,662-82.8% |
| Participant deferral / active EE | $5,945 | $4,645+28.0% | $4,321+37.6% | $6,690-11.1% |
| Admin fee / account holder | $1,980 | $8,414-76.5% | $7,384-73.2% | $13,400-85.2% |