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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 | $88,136 | $107,353-17.9% | $92,903-5.1% | $152,885-42.4% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.5%-26.2pp |
| Annual return | 2.42% | 145.62%-143.2pp | 109.43%-107.0pp | 345.39%-343.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,832 | $4,848-41.6% | $4,238-33.2% | $5,851-51.6% |
| Admin fee / account holder | $642 | $7,081-90.9% | $5,795-88.9% | $11,598-94.5% |