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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 | $98,152 | $160,028-38.7% | $147,080-33.3% | $145,884-32.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.33% | 98.60%-92.3pp | 420.17%-413.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $4,661 | $5,286-11.8% | $4,933-5.5% | $4,6620% |
| Participant deferral / active EE | $5,022 | $8,422-40.4% | $8,066-37.7% | $6,690-24.9% |
| Admin fee / account holder | $70,083 | $15,030+366.3% | $12,989+439.6% | $13,392+423.3% |