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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 | $97,634 | $178,174-45.2% | $156,181-37.5% | $137,256-28.9% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 8.94% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,241 | $6,888-23.9% | $6,132-14.5% | $6,407-18.2% |
| Admin fee / account holder | $36,836 | $17,404+111.7% | $14,586+152.5% | $12,270+200.2% |