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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 | $69,482 | $159,934-56.6% | $147,005-52.7% | $145,959-52.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 5.61% | 98.24%-92.6pp | 418.76%-413.2pp | 561.95%-556.3pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,233 | $8,427+33.3% | $8,070+39.2% | $6,689+67.9% |
| Admin fee / account holder | $16,735 | $15,053+11.2% | $13,006+28.7% | $13,398+24.9% |