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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 | $22,823 | $174,379-86.9% | $152,093-85.0% | $138,895-83.6% |
| Participation rate | 68.4% | 81.6%-13.2pp | 77.8%-9.3pp | 79.9%-11.5pp |
| Annual return | 7.59% | 74.86%-67.3pp | 66.36%-58.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,378 | $6,159-61.4% | $5,451-56.4% | $6,396-62.8% |
| Admin fee / account holder | $25,819 | $16,880+53.0% | $14,497+78.1% | $12,562+105.5% |