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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 | $82,866 | $198,457-58.2% | $170,435-51.4% | $147,586-43.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 7.58% | 257.30%-249.7pp | 205.94%-198.4pp | 578.59%-571.0pp |
| Employer contribution / active EE | $7,799 | $6,183+26.1% | $5,432+43.6% | $4,876+59.9% |
| Participant deferral / active EE | $6,476 | $5,629+15.0% | $4,939+31.1% | $5,439+19.1% |
| Admin fee / account holder | $674 | $16,852-96.0% | $13,881-95.1% | $10,886-93.8% |