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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 | $166,131-50.6% | $164,975-50.3% | $145,877-43.8% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.6%-23.1pp | 80.3%-24.7pp |
| Annual return | 7.80% | 100.37%-92.6pp | 70.12%-62.3pp | 551.28%-543.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,681 | $6,962-32.8% | $6,033-22.4% | $6,691-30.0% |
| Admin fee / account holder | $25,266 | $16,648+51.8% | $12,688+99.1% | $13,402+88.5% |