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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 | $56,413 | $183,592-69.3% | $155,567-63.7% | $145,959-61.4% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 4.43% | 61.24%-56.8pp | 64.74%-60.3pp | 561.95%-557.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,644 | $19,318-86.3% | $15,916-83.4% | $13,398-80.3% |