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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 | $96,434 | $72,403+33.2% | $67,524+42.8% | $145,978-33.9% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.8pp | 80.3%-23.1pp |
| Annual return | 7.78% | 7197.23%-7189.5pp | 3519.41%-3511.6pp | 550.52%-542.7pp |
| Employer contribution / active EE | $3,118 | $3,072+1.5% | $2,734+14.1% | $4,662-33.1% |
| Participant deferral / active EE | $1,257 | $4,782-73.7% | $4,001-68.6% | $6,690-81.2% |
| Admin fee / account holder | $35,400 | $5,541+538.9% | $4,001+784.8% | $13,400+164.2% |