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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 | $61,824 | $108,912-43.2% | $100,383-38.4% | $145,959-57.6% |
| Participation rate | 27.3% | 83.0%-55.7pp | 81.5%-54.2pp | 80.3%-53.0pp |
| Annual return | 8.98% | 57.96%-49.0pp | 49.26%-40.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,190 | $8,451-62.3% | $8,086-60.5% | $6,689-52.3% |
| Admin fee / account holder | $21,342 | $9,690+120.2% | $7,900+170.2% | $13,398+59.3% |