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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 | $170,793 | $165,381+3.3% | $149,730+14.1% | $158,966+7.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 2.04% | 348.29%-346.3pp | 276.70%-274.7pp | 302.95%-300.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,500 | $7,182+18.3% | $6,843+24.2% | $5,983+42.1% |
| Admin fee / account holder | $1,323 | $10,809-87.8% | $9,310-85.8% | $11,250-88.2% |