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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 | $162,136-45.4% | $152,301-41.9% | $154,746-42.8% |
| Participation rate | 12.5% | 84.1%-71.6pp | 82.4%-69.9pp | 80.7%-68.2pp |
| Annual return | 9.10% | 91.02%-81.9pp | 80.50%-71.4pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,918 | $8,341-65.0% | $8,004-63.5% | $6,730-56.7% |
| Admin fee / account holder | $36,342 | $15,759+130.6% | $14,398+152.4% | $14,365+153.0% |