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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 | $191,968 | $197,637-2.9% | $177,848+7.9% | $158,982+20.7% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.7%-26.6pp | 82.0%-20.9pp |
| Annual return | 4.65% | 58.77%-54.1pp | 48.33%-43.7pp | 302.99%-298.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,896 | $8,405-18.0% | $7,714-10.6% | $5,983+15.2% |
| Admin fee / account holder | $1,137 | $15,406-92.6% | $12,431-90.9% | $11,252-89.9% |