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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 | $201,344-28.3% | $184,243-21.7% | $145,877-1.1% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 7.15% | 29.01%-21.9pp | 28.82%-21.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,600 | $9,807-12.3% | $9,132-5.8% | $6,691+28.5% |
| Admin fee / account holder | $2,152 | $16,382-86.9% | $13,914-84.5% | $13,402-83.9% |