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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 | $73,158 | $134,817-45.7% | $123,973-41.0% | $155,188-52.9% |
| Participation rate | 57.9% | 79.4%-21.5pp | 76.7%-18.8pp | 80.8%-22.9pp |
| Annual return | 4.49% | 515.49%-511.0pp | 388.13%-383.6pp | 148.84%-144.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,274 | $5,706-7.6% | $5,247+0.5% | $6,531-19.2% |
| Admin fee / account holder | $112,207 | $13,245+747.2% | $11,799+851.0% | $14,480+674.9% |