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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 | $82,932 | $109,967-24.6% | $97,197-14.7% | $145,877-43.1% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 4.65% | 244.27%-239.6pp | 75.47%-70.8pp | 551.28%-546.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $912 | $4,676-80.5% | $4,263-78.6% | $6,691-86.4% |
| Admin fee / account holder | $5,110 | $6,199-17.6% | $5,637-9.4% | $13,402-61.9% |