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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 | $139,975 | $183,539-23.7% | $155,556-10.0% | $145,897-4.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 7.98% | 61.31%-53.3pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $3,620 | $5,315-31.9% | $4,675-22.6% | $4,663-22.4% |
| Participant deferral / active EE | $9,279 | $6,467+43.5% | $5,631+64.8% | $6,689+38.7% |
| Admin fee / account holder | $48,209 | $19,275+150.1% | $15,885+203.5% | $13,390+260.0% |