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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 | $102,407 | $107,941-5.1% | $91,994+11.3% | $152,897-33.0% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.5%-42.5pp |
| Annual return | 12.31% | 89.28%-77.0pp | 69.04%-56.7pp | 345.43%-333.1pp |
| Employer contribution / active EE | $3,451 | $4,212-18.1% | $3,4530% | $4,764-27.6% |
| Participant deferral / active EE | $12,494 | $6,366+96.3% | $5,924+110.9% | $5,851+113.5% |
| Admin fee / account holder | $522 | $10,521-95.0% | $7,744-93.3% | $11,599-95.5% |