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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 | $62,327 | $148,582-58.1% | $135,942-54.2% | $139,456-55.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 12.06% | 79.26%-67.2pp | 68.28%-56.2pp | 373.45%-361.4pp |
| Employer contribution / active EE | $3,393 | $5,245-35.3% | $4,858-30.1% | $4,753-28.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,687 | $12,402-46.1% | $10,764-37.9% | $11,407-41.4% |