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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 | $86,543 | $175,257-50.6% | $149,717-42.2% | $139,456-37.9% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 9.83% | 166.70%-156.9pp | 134.41%-124.6pp | 373.45%-363.6pp |
| Employer contribution / active EE | $2,643 | $5,477-51.7% | $4,820-45.2% | $4,753-44.4% |
| Participant deferral / active EE | $5,589 | $6,521-14.3% | $5,682-1.6% | $6,711-16.7% |
| Admin fee / account holder | $925 | $16,156-94.3% | $13,213-93.0% | $11,407-91.9% |