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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 | $67,071 | $166,131-59.6% | $164,975-59.3% | $145,877-54.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 3.76% | 100.37%-96.6pp | 70.12%-66.4pp | 551.28%-547.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $6,962+230.4% | $6,033+281.2% | $6,691+243.8% |
| Admin fee / account holder | $11,587 | $16,648-30.4% | $12,688-8.7% | $13,402-13.5% |