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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 | $105,206 | $178,174-41.0% | $156,181-32.6% | $137,256-23.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.8%-14.5pp | 80.0%-15.7pp |
| Annual return | 9.67% | 84.19%-74.5pp | 64.87%-55.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,210 | $6,888-38.9% | $6,132-31.4% | $6,407-34.3% |
| Admin fee / account holder | $30,706 | $17,404+76.4% | $14,586+110.5% | $12,270+150.2% |