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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 | $95,852 | $68,394+40.1% | $94,672+1.2% | $75,177+27.5% |
| Participation rate | 64.3% | 76.1%-11.8pp | 80.8%-16.5pp | 67.2%-2.9pp |
| Annual return | 15.60% | 616.92%-601.3pp | 156.89%-141.3pp | 160.75%-145.2pp |
| Employer contribution / active EE | $2,633 | $2,701-2.5% | $3,673-28.3% | $2,671-1.4% |
| Participant deferral / active EE | $4,713 | $6,536-27.9% | $7,417-36.5% | $4,126+14.2% |
| Admin fee / account holder | $13,873 | $5,326+160.5% | $7,222+92.1% | $5,651+145.5% |