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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 | $92,095 | $160,070-42.5% | $147,117-37.4% | $145,897-36.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 8.58% | 98.69%-90.1pp | 420.54%-412.0pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,684 | $8,419-20.6% | $8,065-17.1% | $6,689-0.1% |
| Admin fee / account holder | $31,095 | $15,035+106.8% | $12,993+139.3% | $13,390+132.2% |