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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 | $91,511 | $102,595-10.8% | $94,057-2.7% | $154,746-40.9% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 8.38% | 583.42%-575.0pp | 480.62%-472.2pp | 172.34%-164.0pp |
| Employer contribution / active EE | $3,540 | $3,147+12.5% | $2,933+20.7% | $4,379-19.2% |
| Participant deferral / active EE | $5,071 | $5,118-0.9% | $4,709+7.7% | $6,730-24.7% |
| Admin fee / account holder | $39,845 | $7,736+415.1% | $7,244+450.0% | $14,365+177.4% |