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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 | $74,904 | $183,978-59.3% | $162,171-53.8% | $152,885-51.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 5.78% | 150.78%-145.0pp | 115.60%-109.8pp | 345.39%-339.6pp |
| Employer contribution / active EE | $2,387 | $6,370-62.5% | $5,613-57.5% | $4,763-49.9% |
| Participant deferral / active EE | $7,930 | $8,033-1.3% | $7,297+8.7% | $5,851+35.5% |
| Admin fee / account holder | $2,131 | $13,122-83.8% | $10,843-80.3% | $11,598-81.6% |