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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 | $173,980 | $154,228+12.8% | $145,433+19.6% | $137,256+26.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 9.71% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,998 | $8,216-2.7% | $7,897+1.3% | $6,407+24.8% |
| Admin fee / account holder | $21,648 | $14,344+50.9% | $13,129+64.9% | $12,270+76.4% |