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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 | $207,068 | $135,956+52.3% | $123,894+67.1% | $273,972-24.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 1.72% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,320 | $6,343+46.9% | $5,984+55.7% | $5,287+76.3% |
| Admin fee / account holder | $6,400 | $9,817-34.8% | $8,357-23.4% | $10,133-36.8% |