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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 | $26,561 | $110,410-75.9% | $102,437-74.1% | $145,897-81.8% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 8.72% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,212 | $5,622-60.6% | $5,060-56.3% | $6,689-66.9% |
| Admin fee / account holder | $872 | $9,745-91.1% | $8,388-89.6% | $13,390-93.5% |