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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 | $105,173 | $103,038+2.1% | $90,324+16.4% | $152,909-31.2% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.5%-35.1pp |
| Annual return | 4.78% | 95.25%-90.5pp | 78.15%-73.4pp | 345.46%-340.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,071 | $4,282+18.4% | $3,885+30.5% | $5,851-13.3% |
| Admin fee / account holder | $21,384 | $6,177+246.2% | $5,356+299.3% | $11,601+84.3% |