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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 | $118,018 | $88,815+32.9% | $81,882+44.1% | $145,897-19.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 8.79% | 1033.75%-1025.0pp | 779.47%-770.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $3,149 | $3,086+2.0% | $2,916+8.0% | $4,663-32.5% |
| Participant deferral / active EE | $3,364 | $4,647-27.6% | $4,323-22.2% | $6,689-49.7% |
| Admin fee / account holder | $5,581 | $8,434-33.8% | $7,360-24.2% | $13,390-58.3% |