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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 | $62,635 | $160,028-60.9% | $147,080-57.4% | $145,884-57.1% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 9.19% | 98.60%-89.4pp | 420.17%-411.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,072 | $8,422-51.6% | $8,066-49.5% | $6,690-39.1% |
| Admin fee / account holder | $42,857 | $15,030+185.1% | $12,989+230.0% | $13,392+220.0% |