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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 | $107,585 | $175,231-38.6% | $149,696-28.1% | $139,466-22.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 10.63% | 166.77%-156.1pp | 134.46%-123.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $2,224 | $5,478-59.4% | $4,821-53.9% | $4,754-53.2% |
| Participant deferral / active EE | $4,090 | $6,521-37.3% | $5,682-28.0% | $6,712-39.1% |
| Admin fee / account holder | $1,741 | $16,155-89.2% | $13,212-86.8% | $11,409-84.7% |