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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 | $111,587 | $160,070-30.3% | $147,117-24.2% | $145,897-23.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.86% | 98.69%-92.8pp | 420.54%-414.7pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,062 | $5,285-79.9% | $4,932-78.5% | $4,663-77.2% |
| Participant deferral / active EE | $13,300 | $8,419+58.0% | $8,065+64.9% | $6,689+98.8% |
| Admin fee / account holder | $571 | $15,035-96.2% | $12,993-95.6% | $13,390-95.7% |