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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 | $34,944 | $162,136-78.4% | $152,301-77.1% | $154,746-77.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 2.67% | 91.02%-88.4pp | 80.50%-77.8pp | 172.34%-169.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,825 | $8,341-54.1% | $8,004-52.2% | $6,730-43.2% |
| Admin fee / account holder | $13,128 | $15,759-16.7% | $14,398-8.8% | $14,365-8.6% |