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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 | $100,945 | $209,422-51.8% | $178,503-43.4% | $158,982-36.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.79% | 188.81%-183.0pp | 151.12%-145.3pp | 302.99%-297.2pp |
| Employer contribution / active EE | $3,419 | $5,707-40.1% | $5,011-31.8% | $4,763-28.2% |
| Participant deferral / active EE | $5,404 | $5,955-9.3% | $5,202+3.9% | $5,983-9.7% |
| Admin fee / account holder | $4,766 | $17,079-72.1% | $13,987-65.9% | $11,252-57.6% |