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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 | $71,391 | $154,228-53.7% | $145,433-50.9% | $137,256-48.0% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 8.75% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,303 | $8,216-35.5% | $7,897-32.9% | $6,407-17.2% |
| Admin fee / account holder | $62,125 | $14,344+333.1% | $13,129+373.2% | $12,270+406.3% |