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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 | $114,217 | $159,978-28.6% | $147,041-22.3% | $145,978-21.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.28% | 98.36%-89.1pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $17,954 | $5,288+239.5% | $4,935+263.8% | $4,662+285.1% |
| Participant deferral / active EE | $19,894 | $8,429+136.0% | $8,071+146.5% | $6,690+197.4% |
| Admin fee / account holder | $119,968 | $15,053+697.0% | $13,006+822.4% | $13,400+795.3% |