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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 | $160,028-62.8% | $147,080-59.5% | $145,884-59.2% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 5.26% | 98.60%-93.3pp | 420.17%-414.9pp | 551.85%-546.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,943 | $8,422-65.1% | $8,066-63.5% | $6,690-56.0% |
| Admin fee / account holder | $22,546 | $15,030+50.0% | $12,989+73.6% | $13,392+68.4% |