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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 | $86,138 | $154,228-44.1% | $145,433-40.8% | $137,256-37.2% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 8.96% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,359 | $8,216-46.9% | $7,897-44.8% | $6,407-32.0% |
| Admin fee / account holder | $11,119 | $14,344-22.5% | $13,129-15.3% | $12,270-9.4% |