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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 | $44,289 | $154,228-71.3% | $145,433-69.5% | $137,256-67.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.81% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,580 | $8,216-68.6% | $7,897-67.3% | $6,407-59.7% |
| Admin fee / account holder | $9,172 | $14,344-36.1% | $13,129-30.1% | $12,270-25.2% |