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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 | $37,727 | $100,194-62.3% | $122,979-69.3% | $86,983-56.6% |
| Participation rate | 64.3% | 73.0%-8.7pp | 77.2%-12.9pp | 69.5%-5.3pp |
| Annual return | 9.39% | 16.47%-7.1pp | 20.12%-10.7pp | 25.83%-16.4pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,004 | $4,133-27.3% | $5,003-40.0% | $4,194-28.4% |
| Admin fee / account holder | $6,639 | $10,148-34.6% | $12,864-48.4% | $7,856-15.5% |