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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 | $88,577 | $156,398-43.4% | $147,318-39.9% | $138,895-36.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.23% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $19,638 | $8,237+138.4% | $7,906+148.4% | $6,396+207.0% |
| Admin fee / account holder | $45,733 | $14,976+205.4% | $13,708+233.6% | $12,562+264.1% |