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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 | $160,028-29.6% | $147,080-23.4% | $145,884-22.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.46% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,768 | $5,286-47.6% | $4,933-43.9% | $4,662-40.6% |
| Participant deferral / active EE | $8,638 | $8,422+2.6% | $8,066+7.1% | $6,690+29.1% |
| Admin fee / account holder | $1,488 | $15,030-90.1% | $12,989-88.5% | $13,392-88.9% |