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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 | $95,058 | $59,467+59.8% | $93,727+1.4% | $74,478+27.6% |
| Participation rate | 59.5% | 59.6%-0.1pp | 68.7%-9.2pp | 67.2%-7.7pp |
| Annual return | 9.45% | 82.14%-72.7pp | 133.83%-124.4pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $1,539 | $1,267+21.5% | $2,421-36.4% | $2,626-41.4% |
| Participant deferral / active EE | $2,590 | $3,052-15.1% | $4,417-41.4% | $4,350-40.5% |
| Admin fee / account holder | $3,159 | $3,028+4.3% | $8,292-61.9% | $1,946+62.3% |