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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 | $102,313 | $88,778+15.2% | $81,844+25.0% | $145,884-29.9% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 7.11% | 1033.03%-1025.9pp | 778.87%-771.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $2,778 | $3,087-10.0% | $2,916-4.7% | $4,662-40.4% |
| Participant deferral / active EE | $4,450 | $4,648-4.3% | $4,323+2.9% | $6,690-33.5% |
| Admin fee / account holder | $24,832 | $8,430+194.6% | $7,355+237.6% | $13,392+85.4% |