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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 | $146,654 | $159,978-8.3% | $147,041-0.3% | $145,978+0.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.05% | 98.36%-89.3pp | 419.21%-410.2pp | 550.52%-541.5pp |
| Employer contribution / active EE | $2,726 | $5,288-48.5% | $4,935-44.8% | $4,662-41.5% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $363 | $15,053-97.6% | $13,006-97.2% | $13,400-97.3% |