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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 | $119,881 | $150,412-20.3% | $120,574-0.6% | $145,884-17.8% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 3.34% | 154.50%-151.2pp | 107.42%-104.1pp | 551.85%-548.5pp |
| Employer contribution / active EE | $4,395 | $4,355+0.9% | $3,471+26.6% | $4,662-5.7% |
| Participant deferral / active EE | $4,395 | $6,175-28.8% | $4,996-12.0% | $6,690-34.3% |
| Admin fee / account holder | $7,122 | $12,224-41.7% | $9,445-24.6% | $13,392-46.8% |