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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 | $139,864 | $162,136-13.7% | $152,301-8.2% | $154,746-9.6% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 7.17% | 91.02%-83.9pp | 80.50%-73.3pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,200 | $8,341-25.7% | $8,004-22.5% | $6,730-7.9% |
| Admin fee / account holder | $117,319 | $15,759+644.4% | $14,398+714.8% | $14,365+716.7% |