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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 | $126,690 | $110,410+14.7% | $102,437+23.7% | $145,897-13.2% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 6.42% | 24.85%-18.4pp | 24.95%-18.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,080 | $5,622-45.2% | $5,060-39.1% | $6,689-54.0% |
| Admin fee / account holder | $1,155 | $9,745-88.1% | $8,388-86.2% | $13,390-91.4% |