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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 | $106,830 | $134,817-20.8% | $123,973-13.8% | $155,188-31.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 4.43% | 515.49%-511.1pp | 388.13%-383.7pp | 148.84%-144.4pp |
| Employer contribution / active EE | $1,479 | $4,425-66.6% | $4,126-64.1% | $4,248-65.2% |
| Participant deferral / active EE | $2,936 | $5,706-48.5% | $5,247-44.0% | $6,531-55.0% |
| Admin fee / account holder | $32,011 | $13,245+141.7% | $11,799+171.3% | $14,480+121.1% |