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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 | $205,616 | $223,823-8.1% | $211,142-2.6% | $154,746+32.9% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 9.88% | 50.39%-40.5pp | 46.84%-37.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,143 | $9,750-57.5% | $9,284-55.4% | $6,730-38.5% |
| Admin fee / account holder | $17,881 | $19,707-9.3% | $19,076-6.3% | $14,365+24.5% |