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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 | $109,907 | $176,838-37.8% | $146,685-25.1% | $167,518-34.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 3.98% | 24.04%-20.1pp | 22.75%-18.8pp | 478.71%-474.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,684 | $6,441-27.3% | $5,507-14.9% | $6,342-26.1% |
| Admin fee / account holder | $96,958 | $13,262+631.1% | $10,281+843.1% | $12,312+687.5% |