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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 | $76,838 | $160,040-52.0% | $147,096-47.8% | $145,877-47.3% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 8.71% | 98.49%-89.8pp | 419.75%-411.0pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,745 | $8,429-20.0% | $8,071-16.4% | $6,691+0.8% |
| Admin fee / account holder | $8,970 | $15,050-40.4% | $13,005-31.0% | $13,402-33.1% |