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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 | $84,580 | $48,570+74.1% | $130,660-35.3% | $72,976+15.9% |
| Participation rate | 64.8% | 58.6%+6.2pp | 71.7%-7.0pp | 69.5%-4.7pp |
| Annual return | 16.13% | 38.63%-22.5pp | 1709.29%-1693.2pp | 81.02%-64.9pp |
| Employer contribution / active EE | $1,426 | $1,334+6.9% | $4,092-65.1% | $2,440-41.5% |
| Participant deferral / active EE | $3,730 | $2,384+56.5% | $3,603+3.5% | $3,608+3.4% |
| Admin fee / account holder | $3,740 | $3,549+5.4% | $5,463-31.5% | $5,124-27.0% |