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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 | $199,109-17.7% | $173,730-5.7% | $154,746+5.9% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 8.02% | 20.02%-12.0pp | 19.96%-11.9pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,538 | $7,113-36.2% | $6,326-28.3% | $6,730-32.6% |
| Admin fee / account holder | $77,460 | $20,916+270.3% | $17,523+342.0% | $14,365+439.2% |