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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 | $32,655 | $182,442-82.1% | $163,379-80.0% | $138,895-76.5% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 6.57% | 72.74%-66.2pp | 63.41%-56.8pp | 145.39%-138.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,949 | $6,817-71.4% | $6,282-69.0% | $6,396-69.5% |
| Admin fee / account holder | $10,803 | $10,396+3.9% | $9,818+10.0% | $12,562-14.0% |