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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 | $85,714 | $157,296-45.5% | $141,191-39.3% | $152,897-43.9% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 4.15% | 64.34%-60.2pp | 71.41%-67.3pp | 345.43%-341.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,019 | $7,111+12.8% | $6,710+19.5% | $5,851+37.1% |
| Admin fee / account holder | $26,031 | $12,125+114.7% | $10,264+153.6% | $11,599+124.4% |