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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 | $126,798 | $212,386-40.3% | $199,883-36.6% | $138,895-8.7% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 9.41% | 47.75%-38.3pp | 43.81%-34.4pp | 145.39%-136.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,979 | $9,617+14.2% | $9,138+20.1% | $6,396+71.7% |
| Admin fee / account holder | $81,171 | $18,233+345.2% | $17,268+370.1% | $12,562+546.2% |