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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 | $109,948 | $88,702+24.0% | $81,780+34.4% | $145,978-24.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.36% | 1029.12%-1022.8pp | 776.27%-769.9pp | 550.52%-544.2pp |
| Employer contribution / active EE | $2,318 | $3,084-24.8% | $2,914-20.4% | $4,662-50.3% |
| Participant deferral / active EE | $6,718 | $4,645+44.6% | $4,321+55.5% | $6,690+0.4% |
| Admin fee / account holder | $26,275 | $8,414+212.3% | $7,384+255.8% | $13,400+96.1% |