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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 | $83,237 | $212,386-60.8% | $199,883-58.4% | $138,895-40.1% |
| Participation rate | 33.3% | 87.4%-54.0pp | 86.8%-53.4pp | 79.9%-46.6pp |
| Annual return | 10.54% | 47.75%-37.2pp | 43.81%-33.3pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,532 | $9,617-21.7% | $9,138-17.6% | $6,396+17.8% |
| Admin fee / account holder | $134,022 | $18,233+635.0% | $17,268+676.1% | $12,562+966.9% |