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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 | $99,121 | $157,304-37.0% | $141,197-29.8% | $152,909-35.2% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 13.98% | 64.34%-50.4pp | 71.41%-57.4pp | 345.46%-331.5pp |
| Employer contribution / active EE | $3,082 | $5,263-41.4% | $4,736-34.9% | $4,764-35.3% |
| Participant deferral / active EE | $5,530 | $7,111-22.2% | $6,710-17.6% | $5,851-5.5% |
| Admin fee / account holder | $4,834 | $12,126-60.1% | $10,265-52.9% | $11,601-58.3% |