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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 | $92,666 | $111,785-17.1% | $93,669-1.1% | $145,877-36.5% |
| Participation rate | 35.0% | 74.2%-39.2pp | 68.7%-33.7pp | 80.3%-45.3pp |
| Annual return | 7.79% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,685 | $4,919-45.4% | $4,416-39.2% | $6,691-59.9% |
| Admin fee / account holder | $10,386 | $10,256+1.3% | $8,291+25.3% | $13,402-22.5% |