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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 | $97,885 | $166,020-41.0% | $164,866-40.6% | $145,959-32.9% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 7.15% | 100.08%-92.9pp | 69.97%-62.8pp | 561.95%-554.8pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,206 | $6,961-68.3% | $6,033-63.4% | $6,689-67.0% |
| Admin fee / account holder | $14,392 | $16,644-13.5% | $12,689+13.4% | $13,398+7.4% |