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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 | $99,519 | $183,516-45.8% | $155,534-36.0% | $145,884-31.8% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 6.11% | 61.43%-55.3pp | 64.92%-58.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,236 | $6,467-34.5% | $5,630-24.8% | $6,690-36.7% |
| Admin fee / account holder | $44,174 | $19,293+129.0% | $15,900+177.8% | $13,392+229.9% |