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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 | $57,713 | $154,228-62.6% | $145,433-60.3% | $137,256-58.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.54% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,977 | $8,216-39.4% | $7,897-37.0% | $6,407-22.3% |
| Admin fee / account holder | $1,723 | $14,344-88.0% | $13,129-86.9% | $12,270-86.0% |