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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 | $33,906 | $182,442-81.4% | $163,379-79.2% | $138,895-75.6% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.8%-30.7pp | 79.9%-33.8pp |
| Annual return | 8.17% | 72.74%-64.6pp | 63.41%-55.2pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,576 | $6,817-76.9% | $6,282-74.9% | $6,396-75.4% |
| Admin fee / account holder | $3,213 | $10,396-69.1% | $9,818-67.3% | $12,562-74.4% |