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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 | $108,922-13.1% | $100,398-5.7% | $145,978-35.1% |
| Participation rate | 61.9% | 83.0%-21.0pp | 81.5%-19.6pp | 80.3%-18.4pp |
| Annual return | 9.44% | 58.04%-48.6pp | 49.32%-39.9pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,631 | $4,426-63.1% | $3,946-58.7% | $4,662-65.0% |
| Participant deferral / active EE | $4,627 | $8,450-45.2% | $8,084-42.8% | $6,690-30.8% |
| Admin fee / account holder | $5,342 | $9,680-44.8% | $7,893-32.3% | $13,400-60.1% |