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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 | $202,500 | $162,136+24.9% | $152,301+33.0% | $154,746+30.9% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 7.89% | 91.02%-83.1pp | 80.50%-72.6pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,759 | $8,341+17.0% | $8,004+21.9% | $6,730+45.0% |
| Admin fee / account holder | $13,820 | $15,759-12.3% | $14,398-4.0% | $14,365-3.8% |