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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 | $114,791 | $102,595+11.9% | $94,057+22.0% | $154,746-25.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 4.57% | 583.42%-578.8pp | 480.62%-476.1pp | 172.34%-167.8pp |
| Employer contribution / active EE | $4,756 | $3,147+51.1% | $2,933+62.1% | $4,379+8.6% |
| Participant deferral / active EE | $14,366 | $5,118+180.7% | $4,709+205.1% | $6,730+113.5% |
| Admin fee / account holder | $72,991 | $7,736+843.5% | $7,244+907.5% | $14,365+408.1% |