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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 | $106,910 | $63,346+68.8% | $92,240+15.9% | $70,126+52.5% |
| Participation rate | 64.0% | 68.7%-4.7pp | 76.5%-12.5pp | 69.5%-5.5pp |
| Annual return | 9.03% | 530.19%-521.2pp | 176.29%-167.3pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,083 | $2,471-56.2% | $3,680-70.6% | $2,343-53.8% |
| Participant deferral / active EE | $3,462 | $2,854+21.3% | $3,897-11.2% | $3,332+3.9% |
| Admin fee / account holder | $9,472 | $3,841+146.6% | $5,194+82.4% | $4,645+103.9% |