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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 | $70,534 | $165,381-57.4% | $149,730-52.9% | $158,966-55.6% |
| Participation rate | 53.3% | 84.6%-31.2pp | 82.5%-29.1pp | 82.0%-28.6pp |
| Annual return | 5.24% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,609 | $7,182-63.7% | $6,843-61.9% | $5,983-56.4% |
| Admin fee / account holder | $5,528 | $10,809-48.9% | $9,310-40.6% | $11,250-50.9% |