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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 | $165,932 | $107,666+54.1% | $102,184+62.4% | $154,746+7.2% |
| Participation rate | 53.8% | 83.7%-29.9pp | 82.6%-28.7pp | 80.7%-26.9pp |
| Annual return | 10.03% | 29.33%-19.3pp | 31.58%-21.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,196 | $8,719+5.5% | $8,309+10.7% | $6,730+36.6% |
| Admin fee / account holder | $10,179 | $12,943-21.4% | $11,609-12.3% | $14,365-29.1% |