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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 | $27,238 | $159,934-83.0% | $147,005-81.5% | $145,959-81.3% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.2%-46.4pp | 80.3%-44.6pp |
| Annual return | 9.06% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,045 | $8,427-40.1% | $8,070-37.5% | $6,689-24.6% |
| Admin fee / account holder | $8,164 | $15,053-45.8% | $13,006-37.2% | $13,398-39.1% |