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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 | $162,136-46.9% | $152,301-43.4% | $154,746-44.3% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 8.96% | 91.02%-82.1pp | 80.50%-71.5pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,359 | $8,341-47.7% | $8,004-45.5% | $6,730-35.2% |
| Admin fee / account holder | $11,119 | $15,759-29.4% | $14,398-22.8% | $14,365-22.6% |