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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 | $105,232 | $160,070-34.3% | $147,117-28.5% | $145,897-27.9% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 8.58% | 98.69%-90.1pp | 420.54%-412.0pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,973 | $5,285-62.7% | $4,932-60.0% | $4,663-57.7% |
| Participant deferral / active EE | $5,107 | $8,419-39.3% | $8,065-36.7% | $6,689-23.6% |
| Admin fee / account holder | $3,728 | $15,035-75.2% | $12,993-71.3% | $13,390-72.2% |