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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 | $119,667 | $160,070-25.2% | $147,117-18.7% | $145,897-18.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.06% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $18,600 | $5,285+252.0% | $4,932+277.1% | $4,663+298.9% |
| Participant deferral / active EE | $8,067 | $8,419-4.2% | $8,0650% | $6,689+20.6% |
| Admin fee / account holder | $1,317 | $15,035-91.2% | $12,993-89.9% | $13,390-90.2% |