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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 | $85,587 | $162,136-47.2% | $152,301-43.8% | $154,746-44.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 11.48% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,328 | $8,341-60.1% | $8,004-58.4% | $6,730-50.5% |
| Admin fee / account holder | $59,665 | $15,759+278.6% | $14,398+314.4% | $14,365+315.3% |