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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 | $63,749 | $135,956-53.1% | $123,894-48.5% | $273,972-76.7% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 3.37% | 56.63%-53.3pp | 47.52%-44.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,794 | $6,343+7.1% | $5,984+13.5% | $5,287+28.5% |
| Admin fee / account holder | $31,181 | $9,817+217.6% | $8,357+273.1% | $10,133+207.7% |