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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 | $173,405 | $162,812+6.5% | $133,971+29.4% | $158,966+9.1% |
| Participation rate | 25.0% | 83.2%-58.2pp | 79.8%-54.8pp | 82.0%-57.0pp |
| Annual return | 4.48% | 41.94%-37.5pp | 45.09%-40.6pp | 302.95%-298.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $383 | $11,741-96.7% | $8,929-95.7% | $11,250-96.6% |