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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 | $131,066 | $166,089-21.1% | $164,928-20.5% | $145,978-10.2% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 8.49% | 100.26%-91.8pp | 70.08%-61.6pp | 550.52%-542.0pp |
| Employer contribution / active EE | $2,267 | $5,276-57.0% | $4,343-47.8% | $4,662-51.4% |
| Participant deferral / active EE | $4,055 | $6,961-41.7% | $6,034-32.8% | $6,690-39.4% |
| Admin fee / account holder | $27,371 | $16,641+64.5% | $12,684+115.8% | $13,400+104.3% |