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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 | $110,246 | $101,653+8.5% | $147,080-25.0% | $74,459+48.1% |
| Participation rate | 60.9% | 75.6%-14.7pp | 82.2%-21.3pp | 67.2%-6.3pp |
| Annual return | 10.24% | 8754.98%-8744.7pp | 420.17%-409.9pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $1,633 | $3,813-57.2% | $4,933-66.9% | $2,626-37.8% |
| Participant deferral / active EE | $6,903 | $7,304-5.5% | $8,066-14.4% | $4,350+58.7% |
| Admin fee / account holder | $9,118 | $1,752+420.6% | $12,989-29.8% | $1,945+368.9% |