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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 | $66,281 | $110,410-40.0% | $102,437-35.3% | $145,897-54.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 6.54% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,003 | $5,622-46.6% | $5,060-40.6% | $6,689-55.1% |
| Admin fee / account holder | $4,799 | $9,745-50.8% | $8,388-42.8% | $13,390-64.2% |