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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 | $113,174 | $184,000-38.5% | $162,185-30.2% | $152,909-26.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 5.88% | 150.80%-144.9pp | 115.61%-109.7pp | 345.46%-339.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,731 | $8,033-53.6% | $7,297-48.9% | $5,851-36.2% |
| Admin fee / account holder | $866 | $13,124-93.4% | $10,844-92.0% | $11,601-92.5% |