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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 | $110,922 | $57,352+93.4% | $83,830+32.3% | $64,173+72.8% |
| Participation rate | 67.9% | 68.6%-0.7pp | 76.1%-8.3pp | 69.6%-1.7pp |
| Annual return | -8.70% | 11.38%-20.1pp | 850.97%-859.7pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,472 | $2,546-2.9% | $3,631-31.9% | $2,381+3.8% |
| Participant deferral / active EE | $5,096 | $2,993+70.3% | $4,082+24.8% | $3,470+46.9% |
| Admin fee / account holder | $4,280 | $4,046+5.8% | $5,479-21.9% | $4,887-12.4% |