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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 | $145,213 | $91,537+58.6% | $130,045+11.7% | $75,173+93.2% |
| Participation rate | 68.0% | 71.5%-3.5pp | 78.5%-10.5pp | 67.2%+0.8pp |
| Annual return | 6.32% | -631.55%+637.9pp | -137.30%+143.6pp | 160.72%-154.4pp |
| Employer contribution / active EE | $4,129 | $2,845+45.2% | $4,321-4.4% | $2,671+54.6% |
| Participant deferral / active EE | $6,213 | $4,343+43.1% | $5,820+6.8% | $4,126+50.6% |
| Admin fee / account holder | $660 | $6,780-90.3% | $10,600-93.8% | $5,651-88.3% |