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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 | $89,839 | $111,814-19.7% | $103,378-13.1% | $145,978-38.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.97% | 24.80%-16.8pp | 24.91%-16.9pp | 550.52%-542.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,123 | $5,618-62.2% | $5,058-58.0% | $6,690-68.3% |
| Admin fee / account holder | $3,350 | $9,764-65.7% | $8,401-60.1% | $13,400-75.0% |