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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 | $101,442 | $183,516-44.7% | $155,534-34.8% | $145,884-30.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 4.95% | 61.43%-56.5pp | 64.92%-60.0pp | 551.85%-546.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,809 | $6,467-41.1% | $5,630-32.4% | $6,690-43.1% |
| Admin fee / account holder | $1,993 | $19,293-89.7% | $15,900-87.5% | $13,392-85.1% |