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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 | $83,816 | $160,070-47.6% | $147,117-43.0% | $145,897-42.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.01% | 98.69%-89.7pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,742 | $5,285-48.1% | $4,932-44.4% | $4,663-41.2% |
| Participant deferral / active EE | $11,450 | $8,419+36.0% | $8,065+42.0% | $6,689+71.2% |
| Admin fee / account holder | $775 | $15,035-94.8% | $12,993-94.0% | $13,390-94.2% |