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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 | $93,906 | $88,702+5.9% | $81,780+14.8% | $145,978-35.7% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.4%-31.5pp | 80.3%-39.4pp |
| Annual return | 8.31% | 1029.12%-1020.8pp | 776.27%-768.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | $628 | $3,084-79.7% | $2,914-78.5% | $4,662-86.5% |
| Participant deferral / active EE | $1,455 | $4,645-68.7% | $4,321-66.3% | $6,690-78.3% |
| Admin fee / account holder | $466 | $8,414-94.5% | $7,384-93.7% | $13,400-96.5% |