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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 | $116,241 | $159,978-27.3% | $147,041-20.9% | $145,978-20.4% |
| Participation rate | 56.5% | 84.0%-27.5pp | 82.2%-25.6pp | 80.3%-23.8pp |
| Annual return | 8.89% | 98.36%-89.5pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,707 | $5,288-67.7% | $4,935-65.4% | $4,662-63.4% |
| Participant deferral / active EE | $3,699 | $8,429-56.1% | $8,071-54.2% | $6,690-44.7% |
| Admin fee / account holder | $795 | $15,053-94.7% | $13,006-93.9% | $13,400-94.1% |