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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 | $171,204 | $212,386-19.4% | $199,883-14.3% | $138,895+23.3% |
| Participation rate | 28.6% | 87.4%-58.8pp | 86.8%-58.2pp | 79.9%-51.3pp |
| Annual return | 10.86% | 47.75%-36.9pp | 43.81%-32.9pp | 145.39%-134.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,479 | $18,233-86.4% | $17,268-85.6% | $12,562-80.3% |