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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 | $95,949 | $125,237-23.4% | $105,608-9.1% | $145,877-34.2% |
| Participation rate | 64.7% | 77.7%-12.9pp | 75.3%-10.6pp | 80.3%-15.6pp |
| Annual return | 7.00% | 225.76%-218.8pp | 116.50%-109.5pp | 551.28%-544.3pp |
| Employer contribution / active EE | $2,667 | $3,720-28.3% | $3,167-15.8% | $4,663-42.8% |
| Participant deferral / active EE | $4,464 | $5,711-21.8% | $5,010-10.9% | $6,691-33.3% |
| Admin fee / account holder | $21,491 | $17,287+24.3% | $11,028+94.9% | $13,402+60.4% |