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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 | $101,439 | $70,587+43.7% | $124,693-18.6% | $85,847+18.2% |
| Participation rate | 58.8% | 64.4%-5.6pp | 74.6%-15.8pp | 69.3%-10.5pp |
| Annual return | 8.57% | 20688.83%-20680.3pp | 5144.19%-5135.6pp | 318.61%-310.0pp |
| Employer contribution / active EE | $864 | $1,913-54.8% | $3,324-74.0% | $2,565-66.3% |
| Participant deferral / active EE | $3,650 | $2,969+23.0% | $4,615-20.9% | $3,952-7.6% |
| Admin fee / account holder | $2,881 | $5,282-45.5% | $7,494-61.6% | $6,261-54.0% |