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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 | $88,710+5.9% | $81,783+14.8% | $145,959-35.7% |
| Participation rate | 40.9% | 75.0%-34.1pp | 72.4%-31.4pp | 80.3%-39.4pp |
| Annual return | 8.31% | 1027.26%-1018.9pp | 775.05%-766.7pp | 561.95%-553.6pp |
| Employer contribution / active EE | $628 | $3,083-79.6% | $2,913-78.5% | $4,661-86.5% |
| Participant deferral / active EE | $1,455 | $4,645-68.7% | $4,320-66.3% | $6,689-78.3% |
| Admin fee / account holder | $466 | $8,407-94.5% | $7,380-93.7% | $13,398-96.5% |