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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 | $163,354 | $165,399-1.2% | $149,745+9.1% | $158,982+2.8% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 6.04% | 348.34%-342.3pp | 276.72%-270.7pp | 302.99%-296.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,461 | $7,183-24.0% | $6,843-20.2% | $5,983-8.7% |
| Admin fee / account holder | $2,189 | $10,811-79.8% | $9,312-76.5% | $11,252-80.5% |