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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 | $116,406 | $198,457-41.3% | $170,435-31.7% | $147,586-21.1% |
| Participation rate | 14.3% | 88.0%-73.7pp | 83.6%-69.3pp | 82.8%-68.5pp |
| Annual return | 5.17% | 257.30%-252.1pp | 205.94%-200.8pp | 578.59%-573.4pp |
| Employer contribution / active EE | $1,371 | $6,183-77.8% | $5,432-74.8% | $4,876-71.9% |
| Participant deferral / active EE | $2,414 | $5,629-57.1% | $4,939-51.1% | $5,439-55.6% |
| Admin fee / account holder | $520 | $16,852-96.9% | $13,881-96.3% | $10,886-95.2% |