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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 | $98,617 | $111,535-11.6% | $105,223-6.3% | $137,256-28.2% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 9.91% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,814 | $5,500-12.5% | $5,072-5.1% | $6,407-24.9% |
| Admin fee / account holder | $94,065 | $9,721+867.6% | $8,859+961.8% | $12,270+666.6% |