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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 | $109,565 | $117,895-7.1% | $102,460+6.9% | $145,897-24.9% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 8.39% | 31.92%-23.5pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,285 | $5,736-7.9% | $5,056+4.5% | $6,689-21.0% |
| Admin fee / account holder | $63,063 | $13,353+372.3% | $9,460+566.6% | $13,390+371.0% |