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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 | $74,498 | $165,399-55.0% | $149,745-50.3% | $158,982-53.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 5.21% | 348.34%-343.1pp | 276.72%-271.5pp | 302.99%-297.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,801 | $7,183-61.0% | $6,843-59.1% | $5,983-53.2% |
| Admin fee / account holder | $42,098 | $10,811+289.4% | $9,312+352.1% | $11,252+274.2% |