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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 | $155,555+30.2% | $146,866+37.9% | $155,188+30.5% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 7.89% | 115.41%-107.5pp | 102.85%-95.0pp | 148.84%-140.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,759 | $8,044+21.3% | $7,759+25.8% | $6,531+49.4% |
| Admin fee / account holder | $13,820 | $14,755-6.3% | $13,620+1.5% | $14,480-4.6% |