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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 | $138,366+24.0% | $184,185-6.9% | $80,911+112.0% |
| Participation rate | 68.2% | 83.9%-15.7pp | 86.8%-18.6pp | 67.6%+0.5pp |
| Annual return | 10.99% | 20.02%-9.0pp | 28.81%-17.8pp | 35.63%-24.6pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,203 | $7,074+16.0% | $9,132-10.2% | $4,297+90.9% |
| Admin fee / account holder | $24,859 | $10,484+137.1% | $13,909+78.7% | $6,935+258.5% |