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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 | $81,048 | $166,131-51.2% | $164,975-50.9% | $145,877-44.4% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.6%-25.7pp | 80.3%-27.4pp |
| Annual return | 7.63% | 100.37%-92.7pp | 70.12%-62.5pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,775 | $6,962-17.0% | $6,033-4.3% | $6,691-13.7% |
| Admin fee / account holder | $160,059 | $16,648+861.4% | $12,688+1161.5% | $13,402+1094.3% |