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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 | $112,459 | $181,062-37.9% | $158,223-28.9% | $155,188-27.5% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 4.14% | 57.39%-53.2pp | 52.09%-48.0pp | 148.84%-144.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,047 | $6,134-50.3% | $5,467-44.3% | $6,531-53.3% |
| Admin fee / account holder | $3,860 | $18,825-79.5% | $16,047-75.9% | $14,480-73.3% |