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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 | $117,051 | $159,934-26.8% | $147,005-20.4% | $145,959-19.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.75% | 98.24%-90.5pp | 418.76%-411.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $1,907 | $5,287-63.9% | $4,934-61.4% | $4,661-59.1% |
| Participant deferral / active EE | $3,131 | $8,427-62.9% | $8,070-61.2% | $6,689-53.2% |
| Admin fee / account holder | $6,710 | $15,053-55.4% | $13,006-48.4% | $13,398-49.9% |