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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 | $199,239 | $183,592+8.5% | $155,574+28.1% | $145,877+36.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.39% | 61.37%-53.0pp | 64.87%-56.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,227 | $6,466+151.0% | $5,629+188.3% | $6,691+142.5% |
| Admin fee / account holder | $1,814 | $19,316-90.6% | $15,914-88.6% | $13,402-86.5% |