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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 | $85,319 | $103,393-17.5% | $87,103-2.0% | $152,909-44.2% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 1.59% | 28.10%-26.5pp | 28.19%-26.6pp | 345.46%-343.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,779 | $4,778-62.8% | $4,049-56.1% | $5,851-69.6% |
| Admin fee / account holder | $32,776 | $12,195+168.8% | $7,491+337.5% | $11,601+182.5% |