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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 | $98,976 | $160,070-38.2% | $147,117-32.7% | $145,897-32.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.26% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,145 | $5,285-59.4% | $4,932-56.5% | $4,663-54.0% |
| Participant deferral / active EE | $3,899 | $8,419-53.7% | $8,065-51.7% | $6,689-41.7% |
| Admin fee / account holder | $508 | $15,035-96.6% | $12,993-96.1% | $13,390-96.2% |