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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 | $69,371 | $160,040-56.7% | $147,096-52.8% | $145,877-52.4% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 8.75% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,916 | $5,289-63.8% | $4,936-61.2% | $4,663-58.9% |
| Participant deferral / active EE | $4,900 | $8,429-41.9% | $8,071-39.3% | $6,691-26.8% |
| Admin fee / account holder | $2,667 | $15,050-82.3% | $13,005-79.5% | $13,402-80.1% |