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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 | $80,905 | $55,437+45.9% | $155,534-48.0% | $74,459+8.7% |
| Participation rate | 69.6% | 61.9%+7.7pp | 78.2%-8.6pp | 67.2%+2.4pp |
| Annual return | 10.21% | 269.58%-259.4pp | 64.92%-54.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $2,390 | $2,266+5.5% | $4,675-48.9% | $2,626-9.0% |
| Participant deferral / active EE | $2,245 | $2,837-20.9% | $5,630-60.1% | $4,350-48.4% |
| Admin fee / account holder | $5,358 | $1,742+207.5% | $15,900-66.3% | $1,945+175.5% |