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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 | $89,392 | $70,366+27.0% | $66,674+34.1% | $138,895-35.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 10.75% | 386.41%-375.7pp | 321.24%-310.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,161 | $2,765-58.0% | $2,620-55.7% | $4,194-72.3% |
| Participant deferral / active EE | $1,738 | $4,374-60.3% | $4,084-57.5% | $6,396-72.8% |
| Admin fee / account holder | $25,218 | $5,262+379.2% | $5,098+394.7% | $12,562+100.7% |