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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 | $58,971 | $114,119-48.3% | $107,187-45.0% | $138,895-57.5% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 79.9%-41.5pp |
| Annual return | 10.49% | 273.21%-262.7pp | 204.55%-194.1pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,426 | $5,538-56.2% | $5,096-52.4% | $6,396-62.1% |
| Admin fee / account holder | $1,151 | $10,024-88.5% | $9,162-87.4% | $12,562-90.8% |