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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 | $166,089-59.6% | $164,928-59.3% | $145,978-54.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 3.76% | 100.26%-96.5pp | 70.08%-66.3pp | 550.52%-546.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,000 | $6,961+230.4% | $6,034+281.2% | $6,690+243.8% |
| Admin fee / account holder | $11,587 | $16,641-30.4% | $12,684-8.7% | $13,400-13.5% |