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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 | $64,441 | $165,381-61.0% | $149,730-57.0% | $158,966-59.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 5.34% | 348.29%-343.0pp | 276.70%-271.4pp | 302.95%-297.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,645 | $7,182+48.2% | $6,843+55.6% | $5,983+77.9% |
| Admin fee / account holder | $17,986 | $10,809+66.4% | $9,310+93.2% | $11,250+59.9% |