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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 | $132,090 | $176,105-25.0% | $159,474-17.2% | $167,536-21.2% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 6.16% | 331.91%-325.8pp | 263.68%-257.5pp | 478.82%-472.7pp |
| Employer contribution / active EE | $1,213 | $5,299-77.1% | $4,831-74.9% | $4,839-74.9% |
| Participant deferral / active EE | $3,574 | $7,751-53.9% | $7,353-51.4% | $6,342-43.7% |
| Admin fee / account holder | $12,106 | $12,559-3.6% | $10,802+12.1% | $12,315-1.7% |