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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 | $109,252 | $181,062-39.7% | $158,223-31.0% | $155,188-29.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 3.87% | 57.39%-53.5pp | 52.09%-48.2pp | 148.84%-145.0pp |
| Employer contribution / active EE | $4,400 | $4,565-3.6% | $4,109+7.1% | $4,248+3.6% |
| Participant deferral / active EE | $14,010 | $6,134+128.4% | $5,467+156.3% | $6,531+114.5% |
| Admin fee / account holder | $1,681 | $18,825-91.1% | $16,047-89.5% | $14,480-88.4% |