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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 | $121,751 | $201,344-39.5% | $184,243-33.9% | $145,877-16.5% |
| Participation rate | 57.9% | 87.5%-29.6pp | 86.8%-28.9pp | 80.3%-22.4pp |
| Annual return | 9.39% | 29.01%-19.6pp | 28.82%-19.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,366 | $9,807-35.1% | $9,132-30.3% | $6,691-4.8% |
| Admin fee / account holder | $28,529 | $16,382+74.2% | $13,914+105.0% | $13,402+112.9% |