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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 | $116,739 | $107,363+8.7% | $92,909+25.6% | $152,897-23.6% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 10.21% | 145.63%-135.4pp | 109.44%-99.2pp | 345.43%-335.2pp |
| Employer contribution / active EE | $1,363 | $4,222-67.7% | $3,653-62.7% | $4,764-71.4% |
| Participant deferral / active EE | $6,405 | $4,848+32.1% | $4,238+51.1% | $5,851+9.5% |
| Admin fee / account holder | $1,413 | $7,082-80.0% | $5,795-75.6% | $11,599-87.8% |