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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 | $52,931 | $165,361-68.0% | $149,715-64.6% | $158,950-66.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 4.75% | 348.24%-343.5pp | 276.66%-271.9pp | 302.91%-298.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,225 | $7,182-55.1% | $6,842-52.9% | $5,983-46.1% |
| Admin fee / account holder | $8,964 | $10,808-17.1% | $9,310-3.7% | $11,248-20.3% |