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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 | $48,165 | $148,623-67.6% | $135,974-64.6% | $139,466-65.5% |
| Participation rate | 29.4% | 83.9%-54.5pp | 81.9%-52.5pp | 80.3%-50.9pp |
| Annual return | 9.25% | 79.30%-70.1pp | 68.30%-59.1pp | 373.66%-364.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,875 | $8,103-64.5% | $7,760-63.0% | $6,712-57.2% |
| Admin fee / account holder | $5,389 | $12,406-56.6% | $10,767-49.9% | $11,409-52.8% |