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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 | $53,727 | $148,629-63.9% | $135,982-60.5% | $139,487-61.5% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 9.51% | 79.33%-69.8pp | 68.32%-58.8pp | 373.84%-364.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,925 | $8,102-2.2% | $7,760+2.1% | $6,713+18.1% |
| Admin fee / account holder | $28,900 | $12,406+132.9% | $10,767+168.4% | $11,407+153.3% |