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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 | $163,848 | $178,174-8.0% | $156,181+4.9% | $137,256+19.4% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 8.02% | 84.19%-76.2pp | 64.87%-56.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,538 | $6,888-34.1% | $6,132-26.0% | $6,407-29.2% |
| Admin fee / account holder | $77,460 | $17,404+345.1% | $14,586+431.1% | $12,270+531.3% |