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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 | $75,506 | $155,555-51.5% | $146,866-48.6% | $155,188-51.3% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 10.35% | 115.41%-105.1pp | 102.85%-92.5pp | 148.84%-138.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,529 | $8,044-56.1% | $7,759-54.5% | $6,531-46.0% |
| Admin fee / account holder | $2,535 | $14,755-82.8% | $13,620-81.4% | $14,480-82.5% |