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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 | $55,077 | $166,268-66.9% | $165,100-66.6% | $145,897-62.2% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.6%-31.6pp | 80.3%-33.2pp |
| Annual return | 8.68% | 100.52%-91.8pp | 70.21%-61.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,930 | $6,964-43.6% | $6,035-34.9% | $6,689-41.3% |
| Admin fee / account holder | $13,596 | $16,659-18.4% | $12,696+7.1% | $13,390+1.5% |