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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 | $70,366+2.2% | $66,674+7.9% | $138,895-48.2% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 12.76% | 386.41%-373.6pp | 321.24%-308.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $3,210 | $2,765+16.1% | $2,620+22.5% | $4,194-23.5% |
| Participant deferral / active EE | $10,047 | $4,374+129.7% | $4,084+146.0% | $6,396+57.1% |
| Admin fee / account holder | $70,099 | $5,262+1232.1% | $5,098+1275.0% | $12,562+458.0% |