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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 | $88,591 | $162,785-45.6% | $133,959-33.9% | $158,950-44.3% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | 5.29% | 41.94%-36.7pp | 45.09%-39.8pp | 302.91%-297.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,618 | $5,910-21.9% | $5,047-8.5% | $5,983-22.8% |
| Admin fee / account holder | $33,985 | $11,738+189.5% | $8,928+280.7% | $11,248+202.1% |