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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 | $155,555+11.8% | $146,866+18.5% | $155,188+12.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 9.71% | 115.41%-105.7pp | 102.85%-93.1pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,998 | $8,044-0.6% | $7,759+3.1% | $6,531+22.5% |
| Admin fee / account holder | $21,648 | $14,755+46.7% | $13,620+58.9% | $14,480+49.5% |