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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 | $117,564 | $176,105-33.2% | $159,474-26.3% | $167,536-29.8% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 9.88% | 331.91%-322.0pp | 263.68%-253.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $2,977 | $5,299-43.8% | $4,831-38.4% | $4,839-38.5% |
| Participant deferral / active EE | $7,174 | $7,751-7.5% | $7,353-2.4% | $6,342+13.1% |
| Admin fee / account holder | $4,635 | $12,559-63.1% | $10,802-57.1% | $12,315-62.4% |