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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 | $86,151 | $111,535-22.8% | $105,223-18.1% | $137,256-37.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 8.68% | 237.85%-229.2pp | 180.65%-172.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $4,479 | $3,939+13.7% | $3,689+21.4% | $4,156+7.8% |
| Participant deferral / active EE | $8,201 | $5,500+49.1% | $5,072+61.7% | $6,407+28.0% |
| Admin fee / account holder | $42,980 | $9,721+342.1% | $8,859+385.2% | $12,270+250.3% |