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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 | $44,681 | $114,119-60.8% | $107,187-58.3% | $138,895-67.8% |
| Participation rate | 4.2% | 78.1%-73.9pp | 75.0%-70.9pp | 79.9%-75.8pp |
| Annual return | 9.84% | 273.21%-263.4pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $694 | $10,024-93.1% | $9,162-92.4% | $12,562-94.5% |