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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 | $76,676 | $51,638+48.5% | $68,368+12.2% | $82,448-7.0% |
| Participation rate | 59.4% | 63.6%-4.2pp | 73.8%-14.4pp | 68.1%-8.7pp |
| Annual return | 13.25% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,018 | $2,047-1.4% | $2,649-23.8% | $2,551-20.9% |
| Participant deferral / active EE | $4,007 | $2,914+37.5% | $4,123-2.8% | $4,139-3.2% |
| Admin fee / account holder | $61,230 | $4,643+1218.6% | $5,150+1089.0% | $7,234+746.4% |