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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 | $114,119-35.9% | $107,187-31.7% | $138,895-47.3% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 79.9%-22.0pp |
| Annual return | 4.49% | 273.21%-268.7pp | 204.55%-200.1pp | 145.39%-140.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,274 | $5,538-4.8% | $5,096+3.5% | $6,396-17.5% |
| Admin fee / account holder | $112,207 | $10,024+1019.4% | $9,162+1124.7% | $12,562+793.2% |