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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 | $97,555 | $226,105-56.9% | $182,540-46.6% | $152,897-36.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 3.36% | 192.58%-189.2pp | 148.58%-145.2pp | 345.43%-342.1pp |
| Employer contribution / active EE | $1,782 | $4,978-64.2% | $4,076-56.3% | $4,764-62.6% |
| Participant deferral / active EE | $2,464 | $6,370-61.3% | $5,525-55.4% | $5,851-57.9% |
| Admin fee / account holder | $15,499 | $10,706+44.8% | $8,593+80.4% | $11,599+33.6% |