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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 | $94,673 | $108,911-13.1% | $100,392-5.7% | $145,884-35.1% |
| Participation rate | 61.9% | 83.0%-21.1pp | 81.5%-19.6pp | 80.3%-18.4pp |
| Annual return | 9.44% | 58.23%-48.8pp | 49.45%-40.0pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,631 | $4,420-63.1% | $3,941-58.6% | $4,662-65.0% |
| Participant deferral / active EE | $4,627 | $8,459-45.3% | $8,090-42.8% | $6,690-30.8% |
| Admin fee / account holder | $5,342 | $9,698-44.9% | $7,904-32.4% | $13,392-60.1% |