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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 | $88,881 | $132,099-32.7% | $115,599-23.1% | $138,895-36.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 8.88% | 176.76%-167.9pp | 111.10%-102.2pp | 145.39%-136.5pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,921 | $5,617-30.2% | $4,889-19.8% | $6,396-38.7% |
| Admin fee / account holder | $55,148 | $15,650+252.4% | $12,841+329.5% | $12,562+339.0% |