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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 | $41,923 | $155,555-73.0% | $146,866-71.5% | $155,188-73.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.5%-42.5pp | 80.8%-40.8pp |
| Annual return | 8.16% | 115.41%-107.3pp | 102.85%-94.7pp | 148.84%-140.7pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,098 | $8,044-24.2% | $7,759-21.4% | $6,531-6.6% |
| Admin fee / account holder | $5,113 | $14,755-65.4% | $13,620-62.5% | $14,480-64.7% |