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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 | $65,759 | $160,040-58.9% | $147,096-55.3% | $145,877-54.9% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 9.31% | 98.49%-89.2pp | 419.75%-410.4pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,531 | $8,429-10.7% | $8,071-6.7% | $6,691+12.6% |
| Admin fee / account holder | $7,678 | $15,050-49.0% | $13,005-41.0% | $13,402-42.7% |