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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 | $21,492 | $110,379-80.5% | $102,412-79.0% | $145,884-85.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 6.12% | 24.84%-18.7pp | 24.94%-18.8pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,831 | $5,622-49.6% | $5,060-44.1% | $6,690-57.7% |
| Admin fee / account holder | $6,169 | $9,745-36.7% | $8,388-26.5% | $13,392-53.9% |