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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 | $78,988 | $162,136-51.3% | $152,301-48.1% | $154,746-49.0% |
| Participation rate | 60.9% | 84.1%-23.2pp | 82.4%-21.6pp | 80.7%-19.8pp |
| Annual return | 10.90% | 91.02%-80.1pp | 80.50%-69.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,836 | $8,341-42.0% | $8,004-39.6% | $6,730-28.1% |
| Admin fee / account holder | $19,167 | $15,759+21.6% | $14,398+33.1% | $14,365+33.4% |