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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 | $112,615 | $160,070-29.6% | $147,117-23.5% | $145,897-22.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.46% | 98.69%-90.2pp | 420.54%-412.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,768 | $5,285-47.6% | $4,932-43.9% | $4,663-40.6% |
| Participant deferral / active EE | $8,638 | $8,419+2.6% | $8,065+7.1% | $6,689+29.1% |
| Admin fee / account holder | $1,488 | $15,035-90.1% | $12,993-88.5% | $13,390-88.9% |