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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 | $111,901 | $148,558-24.7% | $135,925-17.7% | $139,427-19.7% |
| Participation rate | 12.5% | 83.9%-71.4pp | 81.9%-69.4pp | 80.3%-67.8pp |
| Annual return | 4.53% | 79.22%-74.7pp | 68.25%-63.7pp | 373.27%-368.7pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,795 | $12,401-85.5% | $10,764-83.3% | $11,404-84.3% |