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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 | $88,451 | $154,228-42.6% | $145,433-39.2% | $137,256-35.6% |
| Participation rate | 12.5% | 83.8%-71.3pp | 82.1%-69.6pp | 80.0%-67.5pp |
| Annual return | 9.10% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,918 | $8,216-64.5% | $7,897-63.1% | $6,407-54.5% |
| Admin fee / account holder | $36,342 | $14,344+153.4% | $13,129+176.8% | $12,270+196.2% |