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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 | $31,532 | $172,111-81.7% | $150,298-79.0% | $137,256-77.0% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 10.41% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,214 | $6,166-64.1% | $5,453-59.4% | $6,407-65.4% |
| Admin fee / account holder | $591 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |