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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 | $94,924 | $100,033-5.1% | $149,716-36.6% | $70,124+35.4% |
| Participation rate | 67.1% | 83.6%-16.5pp | 87.1%-20.0pp | 69.5%-2.5pp |
| Annual return | 10.12% | 27.43%-17.3pp | 1501.67%-1491.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,713 | $3,661-25.9% | $5,444-50.2% | $2,342+15.8% |
| Participant deferral / active EE | $3,939 | $4,982-20.9% | $6,568-40.0% | $3,332+18.2% |
| Admin fee / account holder | $5,567 | $8,285-32.8% | $11,282-50.7% | $4,645+19.8% |