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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 | $96,606 | $169,356-43.0% | $129,406-25.3% | $145,897-33.8% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 6.78% | 14418.62%-14411.8pp | 9468.18%-9461.4pp | 552.29%-545.5pp |
| Employer contribution / active EE | $3,845 | $5,542-30.6% | $4,155-7.5% | $4,663-17.5% |
| Participant deferral / active EE | $8,203 | $4,987+64.5% | $4,167+96.9% | $6,689+22.6% |
| Admin fee / account holder | $446 | $9,915-95.5% | $7,689-94.2% | $13,390-96.7% |