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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 | $105,612 | $105,145+0.4% | $94,664+11.6% | $139,466-24.3% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 7.72% | 38.09%-30.4pp | 156.84%-149.1pp | 373.66%-365.9pp |
| Employer contribution / active EE | $1,754 | $4,107-57.3% | $3,673-52.2% | $4,754-63.1% |
| Participant deferral / active EE | $5,857 | $7,599-22.9% | $7,417-21.0% | $6,712-12.7% |
| Admin fee / account holder | $840 | $8,972-90.6% | $7,222-88.4% | $11,409-92.6% |