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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 | $125,880 | $159,978-21.3% | $147,041-14.4% | $145,978-13.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 7.61% | 98.36%-90.8pp | 419.21%-411.6pp | 550.52%-542.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,205 | $8,429-14.5% | $8,071-10.7% | $6,690+7.7% |
| Admin fee / account holder | $1,398 | $15,053-90.7% | $13,006-89.3% | $13,400-89.6% |