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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 | $85,169 | $61,125+39.3% | $94,057-9.4% | $87,485-2.6% |
| Participation rate | 68.8% | 64.1%+4.7pp | 73.3%-4.6pp | 68.9%-0.2pp |
| Annual return | 9.18% | 35.20%-26.0pp | 480.62%-471.4pp | 26.06%-16.9pp |
| Employer contribution / active EE | $2,218 | $2,136+3.8% | $2,933-24.4% | $2,596-14.6% |
| Participant deferral / active EE | $3,451 | $3,260+5.9% | $4,709-26.7% | $4,274-19.2% |
| Admin fee / account holder | $30,801 | $5,629+447.2% | $7,244+325.2% | $7,775+296.2% |