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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 | $154,943 | $157,304-1.5% | $141,197+9.7% | $152,909+1.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 7.51% | 64.34%-56.8pp | 71.41%-63.9pp | 345.46%-338.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,415 | $7,111-52.0% | $6,710-49.1% | $5,851-41.6% |
| Admin fee / account holder | $23,973 | $12,126+97.7% | $10,265+133.5% | $11,601+106.7% |