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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 | $147,257 | $160,028-8.0% | $147,080+0.1% | $145,884+0.9% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 9.32% | 98.60%-89.3pp | 420.17%-410.9pp | 551.85%-542.5pp |
| Employer contribution / active EE | $1,223 | $5,286-76.9% | $4,933-75.2% | $4,662-73.8% |
| Participant deferral / active EE | $4,214 | $8,422-50.0% | $8,066-47.8% | $6,690-37.0% |
| Admin fee / account holder | $15,433 | $15,030+2.7% | $12,989+18.8% | $13,392+15.2% |