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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 | $102,181 | $138,312-26.1% | $122,979-16.9% | $155,188-34.2% |
| Participation rate | 38.9% | 80.2%-41.3pp | 77.2%-38.3pp | 80.8%-41.9pp |
| Annual return | 3.85% | 22.06%-18.2pp | 20.12%-16.3pp | 148.84%-145.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,058 | $5,592-27.4% | $5,003-18.9% | $6,531-37.9% |
| Admin fee / account holder | $122,021 | $15,089+708.7% | $12,864+848.5% | $14,480+742.7% |