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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 | $90,680 | $70,366+28.9% | $66,674+36.0% | $138,895-34.7% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 7.81% | 386.41%-378.6pp | 321.24%-313.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $6,285 | $2,765+127.3% | $2,620+139.9% | $4,194+49.9% |
| Participant deferral / active EE | $9,310 | $4,374+112.8% | $4,084+128.0% | $6,396+45.6% |
| Admin fee / account holder | $203,090 | $5,262+3759.2% | $5,098+3883.6% | $12,562+1516.7% |