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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 | $155,555+27.1% | $146,866+34.6% | $155,188+27.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 2.70% | 115.41%-112.7pp | 102.85%-100.2pp | 148.84%-146.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,443 | $8,044+5.0% | $7,759+8.8% | $6,531+29.3% |
| Admin fee / account holder | $1,904 | $14,755-87.1% | $13,620-86.0% | $14,480-86.9% |