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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 | $98,935 | $114,119-13.3% | $107,187-7.7% | $138,895-28.8% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 8.08% | 273.21%-265.1pp | 204.55%-196.5pp | 145.39%-137.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,635 | $5,538+55.9% | $5,096+69.4% | $6,396+35.0% |
| Admin fee / account holder | $50,807 | $10,024+406.9% | $9,162+454.5% | $12,562+304.4% |