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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 | $39,445 | $115,814-65.9% | $101,275-61.1% | $158,982-75.2% |
| Participation rate | 36.8% | 79.4%-42.5pp | 75.8%-39.0pp | 82.0%-45.1pp |
| Annual return | 4.79% | 56.16%-51.4pp | 46.48%-41.7pp | 302.99%-298.2pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,158 | $4,958-36.3% | $4,371-27.7% | $5,983-47.2% |
| Admin fee / account holder | $659 | $7,249-90.9% | $5,948-88.9% | $11,252-94.1% |