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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 | $70,371 | $68,097+3.3% | $62,929+11.8% | $137,256-48.7% |
| Participation rate | 69.2% | 77.4%-8.2pp | 73.1%-3.9pp | 80.0%-10.7pp |
| Annual return | 10.85% | 1859.11%-1848.3pp | 1063.93%-1053.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,637 | $2,811-41.8% | $2,505-34.7% | $4,156-60.6% |
| Participant deferral / active EE | $3,273 | $4,553-28.1% | $3,888-15.8% | $6,407-48.9% |
| Admin fee / account holder | $24,934 | $6,521+282.3% | $5,065+392.3% | $12,270+103.2% |