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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 | $91,865 | $175,259-47.6% | $149,723-38.6% | $139,487-34.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 10.09% | 166.82%-156.7pp | 134.50%-124.4pp | 373.84%-363.8pp |
| Employer contribution / active EE | $2,346 | $5,478-57.2% | $4,821-51.3% | $4,755-50.7% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,168 | $16,158-74.2% | $13,215-68.5% | $11,407-63.5% |