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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 | $71,910 | $72,071-0.2% | $68,368+5.2% | $137,256-47.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 12.76% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,210 | $2,788+15.2% | $2,649+21.2% | $4,156-22.8% |
| Participant deferral / active EE | $10,047 | $4,410+127.8% | $4,123+143.7% | $6,407+56.8% |
| Admin fee / account holder | $70,099 | $5,336+1213.8% | $5,150+1261.2% | $12,270+471.3% |