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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 | $108,398 | $160,070-32.3% | $147,117-26.3% | $145,897-25.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.95% | 98.69%-92.7pp | 420.54%-414.6pp | 552.29%-546.3pp |
| Employer contribution / active EE | $3,784 | $5,285-28.4% | $4,932-23.3% | $4,663-18.9% |
| Participant deferral / active EE | $11,985 | $8,419+42.4% | $8,065+48.6% | $6,689+79.2% |
| Admin fee / account holder | $11,128 | $15,035-26.0% | $12,993-14.4% | $13,390-16.9% |