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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 | $28,717 | $210,343-86.3% | $153,476-81.3% | $145,978-80.3% |
| Participation rate | 63.6% | 82.1%-18.5pp | 77.1%-13.4pp | 80.3%-16.7pp |
| Annual return | 6.95% | 13.38%-6.4pp | 15.66%-8.7pp | 550.52%-543.6pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,180 | $7,977-72.7% | $6,759-67.7% | $6,690-67.4% |
| Admin fee / account holder | $3,604 | $19,424-81.4% | $12,729-71.7% | $13,400-73.1% |