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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 | $57,485 | $183,592-68.7% | $155,574-63.0% | $145,877-60.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.59% | 61.37%-52.8pp | 64.87%-56.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,675 | $6,466+126.9% | $5,629+160.7% | $6,691+119.3% |
| Admin fee / account holder | $5,107 | $19,316-73.6% | $15,914-67.9% | $13,402-61.9% |