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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 | $114,457 | $160,028-28.5% | $147,080-22.2% | $145,884-21.5% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 8.50% | 98.60%-90.1pp | 420.17%-411.7pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,125 | $5,286-78.7% | $4,933-77.2% | $4,662-75.9% |
| Participant deferral / active EE | $5,683 | $8,422-32.5% | $8,066-29.5% | $6,690-15.0% |
| Admin fee / account holder | $1,153 | $15,030-92.3% | $12,989-91.1% | $13,392-91.4% |