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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 | $161,423 | $153,769+5.0% | $133,975+20.5% | $273,972-41.1% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.1%-47.1pp | 83.0%-43.0pp |
| Annual return | 0.40% | 36.51%-36.1pp | 29.29%-28.9pp | 41.46%-41.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,396 | $6,958+20.7% | $6,282+33.7% | $5,287+58.8% |
| Admin fee / account holder | $3,513 | $11,765-70.1% | $9,324-62.3% | $10,133-65.3% |