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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 | $101,810 | $176,120-42.2% | $159,487-36.2% | $167,553-39.2% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 8.39% | 331.95%-323.6pp | 263.71%-255.3pp | 478.89%-470.5pp |
| Employer contribution / active EE | $2,155 | $5,299-59.3% | $4,831-55.4% | $4,840-55.5% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,994 | $12,561-68.2% | $10,804-63.0% | $12,316-67.6% |