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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 | $88,804 | $211,288-58.0% | $178,540-50.3% | $145,884-39.1% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 6.91% | 30.27%-23.4pp | 27.15%-20.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,601 | $6,967-62.7% | $6,281-58.6% | $6,690-61.1% |
| Admin fee / account holder | $1,061 | $12,105-91.2% | $10,424-89.8% | $13,392-92.1% |