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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 | $160,040-29.6% | $147,096-23.4% | $145,877-22.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.46% | 98.49%-90.0pp | 419.75%-411.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,768 | $5,289-47.7% | $4,936-43.9% | $4,663-40.6% |
| Participant deferral / active EE | $8,638 | $8,429+2.5% | $8,071+7.0% | $6,691+29.1% |
| Admin fee / account holder | $1,488 | $15,050-90.1% | $13,005-88.6% | $13,402-88.9% |