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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 | $86,379 | $110,248-21.7% | $95,728-9.8% | $139,456-38.1% |
| Participation rate | 25.0% | 75.7%-50.7pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 8.31% | 27.16%-18.9pp | 28.40%-20.1pp | 373.45%-365.1pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,275 | $6,607-80.7% | $5,673-77.5% | $11,407-88.8% |