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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 | $90,941 | $111,535-18.5% | $105,223-13.6% | $137,256-33.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 10.19% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,369 | $3,939-65.2% | $3,689-62.9% | $4,156-67.1% |
| Participant deferral / active EE | $1,729 | $5,500-68.6% | $5,072-65.9% | $6,407-73.0% |
| Admin fee / account holder | $6,840 | $9,721-29.6% | $8,859-22.8% | $12,270-44.3% |