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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 | $88,778+32.9% | $81,844+44.2% | $145,884-19.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 8.79% | 1033.03%-1024.2pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $3,149 | $3,087+2.0% | $2,916+8.0% | $4,662-32.5% |
| Participant deferral / active EE | $3,364 | $4,648-27.6% | $4,323-22.2% | $6,690-49.7% |
| Admin fee / account holder | $5,581 | $8,430-33.8% | $7,355-24.1% | $13,392-58.3% |