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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 | $81,080 | $60,139+34.8% | $90,461-10.4% | $79,856+1.5% |
| Participation rate | 62.6% | 65.0%-2.4pp | 72.7%-10.1pp | 69.6%-7.0pp |
| Annual return | 9.04% | 71.96%-62.9pp | 1294.76%-1285.7pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,444 | $2,069+66.5% | $3,264+5.5% | $2,471+39.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,622 | $3,978-9.0% | $5,617-35.5% | $5,306-31.7% |