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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 | $31,682 | $110,410-71.3% | $102,437-69.1% | $145,897-78.3% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.5pp |
| Annual return | 4.46% | 24.85%-20.4pp | 24.95%-20.5pp | 552.29%-547.8pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,719 | $5,622-51.6% | $5,060-46.3% | $6,689-59.4% |
| Admin fee / account holder | $971 | $9,745-90.0% | $8,388-88.4% | $13,390-92.8% |