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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 | $88,778+5.8% | $81,844+14.7% | $145,884-35.6% |
| Participation rate | 40.9% | 75.1%-34.2pp | 72.4%-31.5pp | 80.3%-39.4pp |
| Annual return | 8.31% | 1033.03%-1024.7pp | 778.87%-770.6pp | 551.85%-543.5pp |
| Employer contribution / active EE | $628 | $3,087-79.7% | $2,916-78.5% | $4,662-86.5% |
| Participant deferral / active EE | $1,455 | $4,648-68.7% | $4,323-66.4% | $6,690-78.3% |
| Admin fee / account holder | $466 | $8,430-94.5% | $7,355-93.7% | $13,392-96.5% |