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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 | $25,964 | $106,267-75.6% | $96,520-73.1% | $139,456-81.4% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 10.23% | 38.45%-28.2pp | 35.72%-25.5pp | 373.45%-363.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,405 | $5,454-37.6% | $4,879-30.2% | $6,711-49.3% |
| Admin fee / account holder | $9,533 | $7,882+20.9% | $6,733+41.6% | $11,407-16.4% |