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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 | $93,029 | $70,366+32.2% | $66,674+39.5% | $138,895-33.0% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 6.62% | 386.41%-379.8pp | 321.24%-314.6pp | 145.39%-138.8pp |
| Employer contribution / active EE | $2,889 | $2,765+4.5% | $2,620+10.3% | $4,194-31.1% |
| Participant deferral / active EE | $2,321 | $4,374-46.9% | $4,084-43.2% | $6,396-63.7% |
| Admin fee / account holder | $16,088 | $5,262+205.7% | $5,098+215.6% | $12,562+28.1% |