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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 | $132,113 | $160,070-17.5% | $147,117-10.2% | $145,897-9.4% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 8.42% | 98.69%-90.3pp | 420.54%-412.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,542 | $5,285-70.8% | $4,932-68.7% | $4,663-66.9% |
| Participant deferral / active EE | $2,778 | $8,419-67.0% | $8,065-65.6% | $6,689-58.5% |
| Admin fee / account holder | $593 | $15,035-96.1% | $12,993-95.4% | $13,390-95.6% |