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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 | $142,093 | $159,978-11.2% | $147,041-3.4% | $145,978-2.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.01% | 98.36%-89.3pp | 419.21%-410.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $4,333 | $5,288-18.1% | $4,935-12.2% | $4,662-7.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,681 | $15,053-88.8% | $13,006-87.1% | $13,400-87.5% |