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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 | $166,268-59.7% | $165,100-59.4% | $145,897-54.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 3.76% | 100.52%-96.8pp | 70.21%-66.5pp | 552.29%-548.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,000 | $6,964+230.3% | $6,035+281.1% | $6,689+243.8% |
| Admin fee / account holder | $11,587 | $16,659-30.4% | $12,696-8.7% | $13,390-13.5% |