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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 | $77,651 | $176,105-55.9% | $159,474-51.3% | $167,536-53.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.74% | 331.91%-322.2pp | 263.68%-253.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $2,305 | $5,299-56.5% | $4,831-52.3% | $4,839-52.4% |
| Participant deferral / active EE | $12,724 | $7,751+64.2% | $7,353+73.0% | $6,342+100.6% |
| Admin fee / account holder | $7,424 | $12,559-40.9% | $10,802-31.3% | $12,315-39.7% |