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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 | $106,965 | $108,942-1.8% | $100,415+6.5% | $145,897-26.7% |
| Participation rate | 16.7% | 83.0%-66.3pp | 81.5%-64.9pp | 80.3%-63.6pp |
| Annual return | 6.46% | 58.27%-51.8pp | 49.47%-43.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,461-100.0% | $8,091-100.0% | $6,689-100.0% |
| Admin fee / account holder | $952 | $9,702-90.2% | $7,906-88.0% | $13,390-92.9% |