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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 | $109,609 | $160,028-31.5% | $147,080-25.5% | $145,884-24.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 3.92% | 98.60%-94.7pp | 420.17%-416.2pp | 551.85%-547.9pp |
| Employer contribution / active EE | $1,966 | $5,286-62.8% | $4,933-60.1% | $4,662-57.8% |
| Participant deferral / active EE | $7,238 | $8,422-14.1% | $8,066-10.3% | $6,690+8.2% |
| Admin fee / account holder | $428 | $15,030-97.2% | $12,989-96.7% | $13,392-96.8% |