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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 | $74,334 | $70,121+6.0% | $63,803+16.5% | $138,895-46.5% |
| Participation rate | 20.0% | 77.2%-57.2pp | 72.7%-52.7pp | 79.9%-59.9pp |
| Annual return | 8.18% | 946.48%-938.3pp | 543.72%-535.5pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,720 | $4,535-62.1% | $3,843-55.2% | $6,396-73.1% |
| Admin fee / account holder | $3,788 | $6,738-43.8% | $5,196-27.1% | $12,562-69.8% |