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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 | $42,724 | $87,733-51.3% | $106,555-59.9% | $85,847-50.2% |
| Participation rate | 39.0% | 71.9%-32.9pp | 76.1%-37.1pp | 69.3%-30.3pp |
| Annual return | 8.18% | 21.86%-13.7pp | 26.80%-18.6pp | 318.61%-310.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,747 | $3,469-49.6% | $4,399-60.3% | $3,952-55.8% |
| Admin fee / account holder | $802 | $6,767-88.1% | $7,408-89.2% | $6,261-87.2% |