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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 | $77,603 | $60,139+29.0% | $90,461-14.2% | $79,856-2.8% |
| Participation rate | 67.2% | 65.0%+2.2pp | 72.7%-5.5pp | 69.6%-2.5pp |
| Annual return | 9.37% | 71.96%-62.6pp | 1294.76%-1285.4pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,676 | $2,069-19.0% | $3,264-48.7% | $2,471-32.2% |
| Participant deferral / active EE | $3,107 | $2,939+5.7% | $3,964-21.6% | $3,741-16.9% |
| Admin fee / account holder | $15,306 | $3,978+284.7% | $5,617+172.5% | $5,306+188.4% |