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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 | $171,527 | $138,393+23.9% | $184,256-6.9% | $80,959+111.9% |
| Participation rate | 68.2% | 83.9%-15.7pp | 86.8%-18.6pp | 67.7%+0.5pp |
| Annual return | 10.99% | 20.01%-9.0pp | 28.85%-17.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,203 | $7,076+15.9% | $9,133-10.2% | $4,300+90.8% |
| Admin fee / account holder | $24,859 | $10,489+137.0% | $13,899+78.9% | $6,925+259.0% |