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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 | $113,767 | $110,379+3.1% | $102,412+11.1% | $145,884-22.0% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 8.19% | 24.84%-16.6pp | 24.94%-16.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,919 | $5,622-65.9% | $5,060-62.1% | $6,690-71.3% |
| Admin fee / account holder | $10,878 | $9,745+11.6% | $8,388+29.7% | $13,392-18.8% |