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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 | $144,299 | $201,370-28.3% | $184,256-21.7% | $145,897-1.1% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 7.15% | 29.05%-21.9pp | 28.85%-21.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,600 | $9,808-12.3% | $9,133-5.8% | $6,689+28.6% |
| Admin fee / account holder | $2,152 | $16,364-86.9% | $13,899-84.5% | $13,390-83.9% |