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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 | $169,426 | $201,370-15.9% | $184,256-8.0% | $145,897+16.1% |
| Participation rate | 55.6% | 87.5%-31.9pp | 86.8%-31.3pp | 80.3%-24.8pp |
| Annual return | 6.44% | 29.05%-22.6pp | 28.85%-22.4pp | 552.29%-545.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,014 | $9,808-59.1% | $9,133-56.0% | $6,689-40.0% |
| Admin fee / account holder | $13,809 | $16,364-15.6% | $13,899-0.7% | $13,390+3.1% |