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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 | $74,078 | $149,040-50.3% | $120,225-38.4% | $137,256-46.0% |
| Participation rate | 64.3% | 75.4%-11.1pp | 69.6%-5.3pp | 80.0%-15.7pp |
| Annual return | 7.46% | 605.68%-598.2pp | 439.23%-431.8pp | 220.34%-212.9pp |
| Employer contribution / active EE | $7,062 | $4,350+62.3% | $3,475+103.2% | $4,156+69.9% |
| Participant deferral / active EE | $7,916 | $4,655+70.1% | $3,999+98.0% | $6,407+23.6% |
| Admin fee / account holder | $9,293 | $6,348+46.4% | $5,696+63.1% | $12,270-24.3% |