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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 | $99,663 | $70,366+41.6% | $66,674+49.5% | $138,895-28.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 8.58% | 386.41%-377.8pp | 321.24%-312.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $9,654 | $2,765+249.1% | $2,620+268.5% | $4,194+130.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,700 | $5,262+27.3% | $5,098+31.4% | $12,562-46.7% |