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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 | $174,400 | $201,370-13.4% | $184,256-5.3% | $145,897+19.5% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 7.96% | 29.05%-21.1pp | 28.85%-20.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,034 | $9,808-48.7% | $9,133-44.9% | $6,689-24.8% |
| Admin fee / account holder | $1,165 | $16,364-92.9% | $13,899-91.6% | $13,390-91.3% |