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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 | $42,186 | $127,387-66.9% | $115,038-63.3% | $125,389-66.4% |
| Participation rate | 45.5% | 84.2%-38.7pp | 81.4%-35.9pp | 83.2%-37.7pp |
| Annual return | -4.39% | 31.28%-35.7pp | 26.14%-30.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,113 | $6,423-36.0% | $6,026-31.8% | $5,352-23.1% |
| Admin fee / account holder | $8,776 | $9,516-7.8% | $8,175+7.3% | $9,541-8.0% |