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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 | $160,040-34.2% | $147,096-28.5% | $145,877-27.9% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 8.58% | 98.49%-89.9pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,973 | $5,289-62.7% | $4,936-60.0% | $4,663-57.7% |
| Participant deferral / active EE | $5,107 | $8,429-39.4% | $8,071-36.7% | $6,691-23.7% |
| Admin fee / account holder | $3,728 | $15,050-75.2% | $13,005-71.3% | $13,402-72.2% |