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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 | $86,373 | $58,258+48.3% | $81,820+5.6% | $80,925+6.7% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 9.83% | 41.76%-31.9pp | 777.93%-768.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $4,042 | $2,345+72.3% | $2,915+38.6% | $2,756+46.6% |
| Participant deferral / active EE | $2,944 | $3,284-10.4% | $4,323-31.9% | $4,299-31.5% |
| Admin fee / account holder | $10,237 | $4,976+105.7% | $7,391+38.5% | $6,940+47.5% |