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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 | $77,832 | $152,592-49.0% | $125,180-37.8% | $152,885-49.1% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 6.78% | 54.84%-48.1pp | 43.79%-37.0pp | 345.39%-338.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,254 | $5,868-10.5% | $4,937+6.4% | $5,851-10.2% |
| Admin fee / account holder | $8,748 | $13,435-34.9% | $9,703-9.8% | $11,598-24.6% |