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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 | $79,778 | $111,535-28.5% | $105,223-24.2% | $137,256-41.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 10.34% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,413 | $3,939-38.7% | $3,689-34.6% | $4,156-41.9% |
| Participant deferral / active EE | $3,232 | $5,500-41.2% | $5,072-36.3% | $6,407-49.5% |
| Admin fee / account holder | $89,114 | $9,721+816.7% | $8,859+905.9% | $12,270+626.3% |