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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 | $132,113 | $160,040-17.4% | $147,096-10.2% | $145,877-9.4% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 8.42% | 98.49%-90.1pp | 419.75%-411.3pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,542 | $5,289-70.8% | $4,936-68.8% | $4,663-66.9% |
| Participant deferral / active EE | $2,778 | $8,429-67.0% | $8,071-65.6% | $6,691-58.5% |
| Admin fee / account holder | $593 | $15,050-96.1% | $13,005-95.4% | $13,402-95.6% |