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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 | $83,679 | $160,040-47.7% | $147,096-43.1% | $145,877-42.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 7.21% | 98.49%-91.3pp | 419.75%-412.5pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,987 | $5,289-62.4% | $4,936-59.7% | $4,663-57.4% |
| Participant deferral / active EE | $14,553 | $8,429+72.7% | $8,071+80.3% | $6,691+117.5% |
| Admin fee / account holder | $21,870 | $15,050+45.3% | $13,005+68.2% | $13,402+63.2% |