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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 | $96,965 | $129,737-25.3% | $119,126-18.6% | $154,746-37.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 8.44% | 379.08%-370.6pp | 282.11%-273.7pp | 172.34%-163.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,500 | $5,842+114.0% | $5,318+135.1% | $6,730+85.7% |
| Admin fee / account holder | $620 | $11,961-94.8% | $10,693-94.2% | $14,365-95.7% |