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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 | $71,735 | $154,228-53.5% | $145,433-50.7% | $137,256-47.7% |
| Participation rate | 27.8% | 83.8%-56.0pp | 82.1%-54.3pp | 80.0%-52.2pp |
| Annual return | 11.75% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,195 | $8,216-61.1% | $7,897-59.5% | $6,407-50.1% |
| Admin fee / account holder | $923 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |