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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 | $59,577 | $160,070-62.8% | $147,117-59.5% | $145,897-59.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 5.26% | 98.69%-93.4pp | 420.54%-415.3pp | 552.29%-547.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,943 | $8,419-65.0% | $8,065-63.5% | $6,689-56.0% |
| Admin fee / account holder | $22,546 | $15,035+50.0% | $12,993+73.5% | $13,390+68.4% |