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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 | $111,897 | $72,071+55.3% | $68,368+63.7% | $137,256-18.5% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.0%-15.3pp |
| Annual return | 13.10% | 353.14%-340.0pp | 292.57%-279.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,894 | $2,788-32.1% | $2,649-28.5% | $4,156-54.4% |
| Participant deferral / active EE | $7,084 | $4,410+60.6% | $4,123+71.8% | $6,407+10.6% |
| Admin fee / account holder | $1,413 | $5,336-73.5% | $5,150-72.6% | $12,270-88.5% |