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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 | $117,671 | $100,060+17.6% | $149,721-21.4% | $70,126+67.8% |
| Participation rate | 67.9% | 83.6%-15.7pp | 87.1%-19.2pp | 69.5%-1.7pp |
| Annual return | 12.32% | 27.46%-15.1pp | 1501.67%-1489.4pp | 73.15%-60.8pp |
| Employer contribution / active EE | $3,966 | $3,661+8.3% | $5,444-27.1% | $2,343+69.3% |
| Participant deferral / active EE | $7,674 | $4,982+54.0% | $6,568+16.8% | $3,332+130.3% |
| Admin fee / account holder | $7,777 | $8,285-6.1% | $11,282-31.1% | $4,645+67.4% |