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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 | $136,519 | $101,653+34.3% | $147,080-7.2% | $74,459+83.3% |
| Participation rate | 66.4% | 75.6%-9.2pp | 82.2%-15.8pp | 67.2%-0.8pp |
| Annual return | 8.98% | 8754.98%-8746.0pp | 420.17%-411.2pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $4,867 | $3,813+27.6% | $4,933-1.3% | $2,626+85.3% |
| Participant deferral / active EE | $3,842 | $7,304-47.4% | $8,066-52.4% | $4,350-11.7% |
| Admin fee / account holder | $16,249 | $1,752+827.7% | $12,989+25.1% | $1,945+735.5% |