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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 | $95,821 | $125,237-23.5% | $105,608-9.3% | $145,877-34.3% |
| Participation rate | 55.6% | 77.7%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 7.83% | 225.76%-217.9pp | 116.50%-108.7pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,193 | $3,720-67.9% | $3,167-62.3% | $4,663-74.4% |
| Participant deferral / active EE | $4,150 | $5,711-27.3% | $5,010-17.2% | $6,691-38.0% |
| Admin fee / account holder | $855 | $17,287-95.1% | $11,028-92.2% | $13,402-93.6% |