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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 | $79,246 | $70,366+12.6% | $66,674+18.9% | $138,895-42.9% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 12.36% | 386.41%-374.0pp | 321.24%-308.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $2,345 | $2,765-15.2% | $2,620-10.5% | $4,194-44.1% |
| Participant deferral / active EE | $8,144 | $4,374+86.2% | $4,084+99.4% | $6,396+27.3% |
| Admin fee / account holder | $22,980 | $5,262+336.7% | $5,098+350.8% | $12,562+82.9% |