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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 | $107,524 | $178,174-39.7% | $156,181-31.2% | $137,256-21.7% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.8%-37.9pp | 80.0%-39.1pp |
| Annual return | 4.59% | 84.19%-79.6pp | 64.87%-60.3pp | 220.34%-215.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,476 | $6,888-64.1% | $6,132-59.6% | $6,407-61.4% |
| Admin fee / account holder | $79,226 | $17,404+355.2% | $14,586+443.2% | $12,270+545.7% |