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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 | $166,268-41.1% | $165,100-40.7% | $145,897-32.9% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 7.15% | 100.52%-93.4pp | 70.21%-63.1pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,206 | $6,964-68.3% | $6,035-63.5% | $6,689-67.0% |
| Admin fee / account holder | $14,392 | $16,659-13.6% | $12,696+13.4% | $13,390+7.5% |