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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 | $113,762 | $160,028-28.9% | $147,080-22.7% | $145,884-22.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.27% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $1,230 | $5,286-76.7% | $4,933-75.1% | $4,662-73.6% |
| Participant deferral / active EE | $7,500 | $8,422-10.9% | $8,066-7.0% | $6,690+12.1% |
| Admin fee / account holder | $381,367 | $15,030+2437.4% | $12,989+2836.1% | $13,392+2747.8% |