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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 | $148,627 | $114,119+30.2% | $107,187+38.7% | $138,895+7.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 7.32% | 273.21%-265.9pp | 204.55%-197.2pp | 145.39%-138.1pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,199 | $5,538-24.2% | $5,096-17.6% | $6,396-34.4% |
| Admin fee / account holder | $25,602 | $10,024+155.4% | $9,162+179.4% | $12,562+103.8% |