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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 | $76,745 | $160,070-52.1% | $147,117-47.8% | $145,897-47.4% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 7.28% | 98.69%-91.4pp | 420.54%-413.3pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,424 | $8,419-35.6% | $8,065-32.7% | $6,689-18.9% |
| Admin fee / account holder | $17,165 | $15,035+14.2% | $12,993+32.1% | $13,390+28.2% |