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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 | $103,881 | $132,634-21.7% | $115,768-10.3% | $137,256-24.3% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.4%-39.4pp | 80.0%-45.0pp |
| Annual return | 7.49% | 160.70%-153.2pp | 100.46%-93.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,400 | $5,619-21.7% | $4,917-10.5% | $6,407-31.3% |
| Admin fee / account holder | $31,272 | $15,028+108.1% | $12,439+151.4% | $12,270+154.9% |