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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 | $129,061 | $180,749-28.6% | $160,784-19.7% | $137,256-6.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 9.85% | 2234.46%-2224.6pp | 1803.92%-1794.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $5,410 | $4,155+30.2% | $3,733+44.9% | $4,156+30.2% |
| Participant deferral / active EE | $9,471 | $6,844+38.4% | $6,293+50.5% | $6,407+47.8% |
| Admin fee / account holder | $31,153 | $10,397+199.6% | $9,717+220.6% | $12,270+153.9% |