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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 | $108,842 | $184,000-40.8% | $162,185-32.9% | $152,909-28.8% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 1.01% | 150.80%-149.8pp | 115.61%-114.6pp | 345.46%-344.5pp |
| Employer contribution / active EE | $1,856 | $6,370-70.9% | $5,613-66.9% | $4,764-61.0% |
| Participant deferral / active EE | $9,040 | $8,033+12.5% | $7,297+23.9% | $5,851+54.5% |
| Admin fee / account holder | $903 | $13,124-93.1% | $10,844-91.7% | $11,601-92.2% |