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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 | $29,387 | $110,337-73.4% | $102,383-71.3% | $145,877-79.9% |
| Participation rate | 29.4% | 77.9%-48.5pp | 74.5%-45.1pp | 80.3%-50.9pp |
| Annual return | 6.73% | 24.83%-18.1pp | 24.94%-18.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,136 | $5,621-62.0% | $5,060-57.8% | $6,691-68.1% |
| Admin fee / account holder | $1,708 | $9,750-82.5% | $8,391-79.6% | $13,402-87.3% |