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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 | $111,132 | $134,817-17.6% | $123,973-10.4% | $155,188-28.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.7%-14.2pp | 80.8%-18.3pp |
| Annual return | 6.97% | 515.49%-508.5pp | 388.13%-381.2pp | 148.84%-141.9pp |
| Employer contribution / active EE | $1,239 | $4,425-72.0% | $4,126-70.0% | $4,248-70.8% |
| Participant deferral / active EE | $5,085 | $5,706-10.9% | $5,247-3.1% | $6,531-22.1% |
| Admin fee / account holder | $1,076 | $13,245-91.9% | $11,799-90.9% | $14,480-92.6% |