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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 | $75,453 | $114,119-33.9% | $107,187-29.6% | $138,895-45.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 10.94% | 273.21%-262.3pp | 204.55%-193.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,521 | $5,538-72.5% | $5,096-70.2% | $6,396-76.2% |
| Admin fee / account holder | $1,533 | $10,024-84.7% | $9,162-83.3% | $12,562-87.8% |