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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 | $67,007 | $110,379-39.3% | $102,412-34.6% | $145,884-54.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 2.79% | 24.84%-22.0pp | 24.94%-22.1pp | 551.85%-549.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,565 | $5,622-36.6% | $5,060-29.5% | $6,690-46.7% |
| Admin fee / account holder | $3,378 | $9,745-65.3% | $8,388-59.7% | $13,392-74.8% |