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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 | $178,873 | $154,228+16.0% | $145,433+23.0% | $137,256+30.3% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 12.30% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,587 | $8,216-68.5% | $7,897-67.2% | $6,407-59.6% |
| Admin fee / account holder | $8,946 | $14,344-37.6% | $13,129-31.9% | $12,270-27.1% |