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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 | $145,650 | $159,978-9.0% | $147,041-0.9% | $145,978-0.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.24% | 98.36%-91.1pp | 419.21%-412.0pp | 550.52%-543.3pp |
| Employer contribution / active EE | $2,414 | $5,288-54.3% | $4,935-51.1% | $4,662-48.2% |
| Participant deferral / active EE | $10,091 | $8,429+19.7% | $8,071+25.0% | $6,690+50.8% |
| Admin fee / account holder | $1,380 | $15,053-90.8% | $13,006-89.4% | $13,400-89.7% |