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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 | $82,098 | $152,612-46.2% | $125,192-34.4% | $152,897-46.3% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 5.13% | 54.85%-49.7pp | 43.79%-38.7pp | 345.43%-340.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,806 | $5,868+16.0% | $4,937+37.9% | $5,851+16.3% |
| Admin fee / account holder | $13,454 | $13,437+0.1% | $9,704+38.6% | $11,599+16.0% |