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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 | $70,398 | $148,582-52.6% | $135,942-48.2% | $139,456-49.5% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 7.60% | 79.26%-71.7pp | 68.28%-60.7pp | 373.45%-365.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,129 | $8,101-12.0% | $7,759-8.1% | $6,711+6.2% |
| Admin fee / account holder | $74,520 | $12,402+500.9% | $10,764+592.3% | $11,407+553.3% |