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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 | $121,269 | $157,296-22.9% | $141,191-14.1% | $152,897-20.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 10.35% | 64.34%-54.0pp | 71.41%-61.1pp | 345.43%-335.1pp |
| Employer contribution / active EE | $3,008 | $5,262-42.8% | $4,736-36.5% | $4,764-36.9% |
| Participant deferral / active EE | $13,794 | $7,111+94.0% | $6,710+105.6% | $5,851+135.7% |
| Admin fee / account holder | $792 | $12,125-93.5% | $10,264-92.3% | $11,599-93.2% |