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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 | $14,176 | $111,814-87.3% | $103,378-86.3% | $145,978-90.3% |
| Participation rate | 27.3% | 77.9%-50.7pp | 74.5%-47.2pp | 80.3%-53.0pp |
| Annual return | 8.60% | 24.80%-16.2pp | 24.91%-16.3pp | 550.52%-541.9pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,928 | $5,618-65.7% | $5,058-61.9% | $6,690-71.2% |
| Admin fee / account holder | $8,364 | $9,764-14.3% | $8,401-0.4% | $13,400-37.6% |