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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 | $85,232 | $209,336-59.3% | $197,124-56.8% | $137,256-37.9% |
| Participation rate | 14.3% | 87.3%-73.0pp | 86.7%-72.4pp | 80.0%-65.7pp |
| Annual return | 2.51% | 48.09%-45.6pp | 44.34%-41.8pp | 220.34%-217.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,514 | $9,614-63.4% | $9,135-61.5% | $6,407-45.1% |
| Admin fee / account holder | $144,921 | $17,308+737.3% | $16,298+789.2% | $12,270+1081.1% |