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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 | $69,507 | $110,248-37.0% | $95,728-27.4% | $139,456-50.2% |
| Participation rate | 23.5% | 75.7%-52.2pp | 72.3%-48.7pp | 80.3%-56.8pp |
| Annual return | 8.04% | 27.16%-19.1pp | 28.40%-20.4pp | 373.45%-365.4pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $684 | $4,675-85.4% | $4,245-83.9% | $6,711-89.8% |
| Admin fee / account holder | $2,148 | $6,607-67.5% | $5,673-62.1% | $11,407-81.2% |