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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 | $63,661 | $209,336-69.6% | $197,124-67.7% | $137,256-53.6% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 10.56% | 48.09%-37.5pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,585 | $9,614-62.7% | $9,135-60.8% | $6,407-44.1% |
| Admin fee / account holder | $456 | $17,308-97.4% | $16,298-97.2% | $12,270-96.3% |