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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 | $112,284 | $60,504+85.6% | $81,882+37.1% | $74,478+50.8% |
| Participation rate | 56.7% | 62.9%-6.2pp | 72.4%-15.7pp | 67.2%-10.5pp |
| Annual return | 11.05% | 16.91%-5.9pp | 779.47%-768.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $2,114 | $2,627-19.5% | $2,916-27.5% | $2,626-19.5% |
| Participant deferral / active EE | $3,028 | $3,400-10.9% | $4,323-30.0% | $4,350-30.4% |
| Admin fee / account holder | $1,650 | $1,492+10.6% | $7,360-77.6% | $1,946-15.2% |