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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 | $150,136 | $209,847-28.5% | $189,520-20.8% | $167,518-10.4% |
| Participation rate | 36.4% | 88.7%-52.3pp | 87.8%-51.4pp | 82.1%-45.7pp |
| Annual return | 1.49% | 748.45%-747.0pp | 555.25%-553.8pp | 478.71%-477.2pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,550 | $8,934-4.3% | $8,220+4.0% | $6,342+34.8% |
| Admin fee / account holder | $5,569 | $14,295-61.0% | $12,046-53.8% | $12,312-54.8% |