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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 | $95,722 | $159,934-40.1% | $147,005-34.9% | $145,959-34.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 8.17% | 98.24%-90.1pp | 418.76%-410.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,739 | $5,287-67.1% | $4,934-64.8% | $4,661-62.7% |
| Participant deferral / active EE | $4,850 | $8,427-42.5% | $8,070-39.9% | $6,689-27.5% |
| Admin fee / account holder | $3,127 | $15,053-79.2% | $13,006-76.0% | $13,398-76.7% |