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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 | $164,577 | $99,011+66.2% | $86,582+90.1% | $147,586+11.5% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 7.24% | 1312.75%-1305.5pp | 965.08%-957.8pp | 578.59%-571.4pp |
| Employer contribution / active EE | $433 | $3,132-86.2% | $2,839-84.8% | $4,876-91.1% |
| Participant deferral / active EE | $1,650 | $3,972-58.5% | $3,609-54.3% | $5,439-69.7% |
| Admin fee / account holder | $1,630 | $5,709-71.4% | $4,904-66.8% | $10,886-85.0% |