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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 | $87,289 | $97,765-10.7% | $103,486-15.7% | $145,884-40.2% |
| Participation rate | 66.7% | 81.1%-14.5pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 7.30% | 25.44%-18.1pp | 23.93%-16.6pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $4,687-100.0% | $4,679-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,606-100.0% | $6,628-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,349 | $12,505-89.2% | $9,354-85.6% | $13,392-89.9% |