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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 | $197,746 | $196,972+0.4% | $182,262+8.5% | $198,609-0.4% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | 2.70% | 158.27%-155.6pp | 140.60%-137.9pp | 202.70%-200.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,443 | $8,643-2.3% | $8,276+2.0% | $6,977+21.0% |
| Admin fee / account holder | $1,904 | $18,429-89.7% | $16,712-88.6% | $19,030-90.0% |