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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 | $104,671 | $209,888-50.1% | $189,545-44.8% | $167,553-37.5% |
| Participation rate | 44.4% | 88.7%-44.2pp | 87.8%-43.4pp | 82.1%-37.7pp |
| Annual return | 2.27% | 748.66%-746.4pp | 555.36%-553.1pp | 478.89%-476.6pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,931 | $8,934-56.0% | $8,220-52.2% | $6,343-38.0% |
| Admin fee / account holder | $8,824 | $14,300-38.3% | $12,049-26.8% | $12,316-28.4% |