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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 | $126,643 | $102,696+23.3% | $86,235+46.9% | $139,487-9.2% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 3.86% | 1925.91%-1922.0pp | 1170.03%-1166.2pp | 373.84%-370.0pp |
| Employer contribution / active EE | $2,453 | $3,034-19.2% | $2,381+3.0% | $4,755-48.4% |
| Participant deferral / active EE | $6,188 | $4,679+32.2% | $3,987+55.2% | $6,713-7.8% |
| Admin fee / account holder | $1,436 | $8,667-83.4% | $6,856-79.1% | $11,407-87.4% |