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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 | $141,077 | $160,070-11.9% | $147,117-4.1% | $145,897-3.3% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 8.69% | 98.69%-90.0pp | 420.54%-411.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,511 | $5,285-52.5% | $4,932-49.1% | $4,663-46.1% |
| Participant deferral / active EE | $7,797 | $8,419-7.4% | $8,065-3.3% | $6,689+16.6% |
| Admin fee / account holder | $57,476 | $15,035+282.3% | $12,993+342.4% | $13,390+329.2% |