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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 | $107,546 | $106,008+1.5% | $92,240+16.6% | $147,586-27.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 8.22% | 50.05%-41.8pp | 176.29%-168.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,803 | $4,333-58.4% | $3,680-51.0% | $4,876-63.0% |
| Participant deferral / active EE | $3,854 | $4,478-13.9% | $3,897-1.1% | $5,439-29.1% |
| Admin fee / account holder | $997 | $6,333-84.3% | $5,194-80.8% | $10,886-90.8% |