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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 | $151,633 | $101,763+49.0% | $164,866-8.0% | $80,874+87.5% |
| Participation rate | 55.9% | 71.8%-15.9pp | 78.6%-22.7pp | 67.6%-11.8pp |
| Annual return | 9.42% | 16.73%-7.3pp | 69.97%-60.5pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,304 | $4,477+63.2% | $6,033+21.1% | $4,297+70.0% |
| Admin fee / account holder | $8,366 | $8,228+1.7% | $12,689-34.1% | $6,935+20.6% |