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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 | $82,011 | $166,242-50.7% | $165,071-50.3% | $145,884-43.8% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 7.80% | 100.44%-92.6pp | 70.17%-62.4pp | 551.85%-544.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,681 | $6,964-32.8% | $6,035-22.4% | $6,690-30.0% |
| Admin fee / account holder | $25,266 | $16,658+51.7% | $12,695+99.0% | $13,392+88.7% |