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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 | $101,661 | $58,828+72.8% | $78,002+30.3% | $62,881+61.7% |
| Participation rate | 68.8% | 71.1%-2.3pp | 75.5%-6.8pp | 69.3%-0.6pp |
| Annual return | -0.04% | 17.16%-17.2pp | 425.99%-426.0pp | 20.14%-20.2pp |
| Employer contribution / active EE | $4,417 | $1,672+164.2% | $2,470+78.8% | $2,281+93.6% |
| Participant deferral / active EE | $2,617 | $2,686-2.6% | $3,497-25.2% | $3,203-18.3% |
| Admin fee / account holder | $7,595 | $4,393+72.9% | $5,481+38.6% | $4,296+76.8% |