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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 | $109,925 | $97,289+13.0% | $92,805+18.4% | $155,188-29.2% |
| Participation rate | 66.7% | 84.2%-17.5pp | 83.5%-16.8pp | 80.8%-14.1pp |
| Annual return | 9.90% | 29.03%-19.1pp | 31.59%-21.7pp | 148.84%-138.9pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,636 | $8,795-35.9% | $8,448-33.3% | $6,531-13.7% |
| Admin fee / account holder | $55,424 | $12,015+361.3% | $10,911+408.0% | $14,480+282.8% |