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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 | $77,805 | $156,398-50.3% | $147,318-47.2% | $138,895-44.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | -9.83% | 78.75%-88.6pp | 70.43%-80.3pp | 145.39%-155.2pp |
| Employer contribution / active EE | $3,333 | $4,853-31.3% | $4,593-27.4% | $4,194-20.5% |
| Participant deferral / active EE | $10,833 | $8,237+31.5% | $7,906+37.0% | $6,396+69.4% |
| Admin fee / account holder | $500 | $14,976-96.7% | $13,708-96.4% | $12,562-96.0% |