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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 | $120,911 | $114,119+6.0% | $107,187+12.8% | $138,895-12.9% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 11.13% | 273.21%-262.1pp | 204.55%-193.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,195 | $5,538-24.2% | $5,096-17.7% | $6,396-34.4% |
| Admin fee / account holder | $33,484 | $10,024+234.1% | $9,162+265.5% | $12,562+166.5% |