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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 | $86,156 | $115,810-25.6% | $101,271-14.9% | $158,966-45.8% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 4.46% | 56.15%-51.7pp | 46.48%-42.0pp | 302.95%-298.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,061 | $4,958+2.1% | $4,371+15.8% | $5,983-15.4% |
| Admin fee / account holder | $22,075 | $7,248+204.6% | $5,948+271.2% | $11,250+96.2% |