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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 | $158,834 | $159,934-0.7% | $147,005+8.0% | $145,959+8.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.72% | 98.24%-90.5pp | 418.76%-411.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $5,333 | $5,287+0.9% | $4,934+8.1% | $4,661+14.4% |
| Participant deferral / active EE | $4,933 | $8,427-41.5% | $8,070-38.9% | $6,689-26.2% |
| Admin fee / account holder | $600 | $15,053-96.0% | $13,006-95.4% | $13,398-95.5% |