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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 | $155,470 | $176,120-11.7% | $159,487-2.5% | $167,553-7.2% |
| Participation rate | 38.5% | 85.0%-46.5pp | 82.8%-44.4pp | 82.1%-43.7pp |
| Annual return | 0.88% | 331.95%-331.1pp | 263.71%-262.8pp | 478.89%-478.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,901 | $7,752-36.8% | $7,354-33.4% | $6,343-22.7% |
| Admin fee / account holder | $461 | $12,561-96.3% | $10,804-95.7% | $12,316-96.3% |