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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 | $95,099 | $148,623-36.0% | $135,974-30.1% | $139,466-31.8% |
| Participation rate | 42.1% | 83.9%-41.8pp | 81.9%-39.8pp | 80.3%-38.2pp |
| Annual return | 8.55% | 79.30%-70.7pp | 68.30%-59.8pp | 373.66%-365.1pp |
| Employer contribution / active EE | $1,947 | $5,246-62.9% | $4,859-59.9% | $4,754-59.0% |
| Participant deferral / active EE | $4,380 | $8,103-45.9% | $7,760-43.6% | $6,712-34.7% |
| Admin fee / account holder | $3,380 | $12,406-72.8% | $10,767-68.6% | $11,409-70.4% |