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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 | $39,209 | $148,623-73.6% | $135,974-71.2% | $139,466-71.9% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 9.72% | 79.30%-69.6pp | 68.30%-58.6pp | 373.66%-363.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,941 | $8,103-63.7% | $7,760-62.1% | $6,712-56.2% |
| Admin fee / account holder | $364 | $12,406-97.1% | $10,767-96.6% | $11,409-96.8% |