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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 | $49,179 | $182,442-73.0% | $163,379-69.9% | $138,895-64.6% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.8%-62.5pp | 79.9%-65.6pp |
| Annual return | 8.28% | 72.74%-64.5pp | 63.41%-55.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,429 | $6,817-35.0% | $6,282-29.5% | $6,396-30.8% |
| Admin fee / account holder | $4,258 | $10,396-59.0% | $9,818-56.6% | $12,562-66.1% |