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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 | $39,675 | $160,070-75.2% | $147,117-73.0% | $145,897-72.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.38% | 98.69%-89.3pp | 420.54%-411.2pp | 552.29%-542.9pp |
| Employer contribution / active EE | $7,544 | $5,285+42.8% | $4,932+52.9% | $4,663+61.8% |
| Participant deferral / active EE | $11,647 | $8,419+38.3% | $8,065+44.4% | $6,689+74.1% |
| Admin fee / account holder | $955 | $15,035-93.6% | $12,993-92.6% | $13,390-92.9% |