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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 | $162,136-56.0% | $152,301-53.1% | $154,746-53.9% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 8.75% | 91.02%-82.3pp | 80.50%-71.7pp | 172.34%-163.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,303 | $8,341-36.4% | $8,004-33.7% | $6,730-21.2% |
| Admin fee / account holder | $62,125 | $15,759+294.2% | $14,398+331.5% | $14,365+332.5% |