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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 | $41,317 | $159,978-74.2% | $147,041-71.9% | $145,978-71.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.84% | 98.36%-91.5pp | 419.21%-412.4pp | 550.52%-543.7pp |
| Employer contribution / active EE | $6,585 | $5,288+24.5% | $4,935+33.4% | $4,662+41.3% |
| Participant deferral / active EE | $7,733 | $8,429-8.3% | $8,071-4.2% | $6,690+15.6% |
| Admin fee / account holder | $611 | $15,053-95.9% | $13,006-95.3% | $13,400-95.4% |