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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 | $144,106 | $185,312-22.2% | $161,489-10.8% | $154,746-6.9% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 8.24% | 103.84%-95.6pp | 89.72%-81.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,273 | $6,350-64.2% | $5,630-59.6% | $6,730-66.2% |
| Admin fee / account holder | $27,936 | $18,654+49.8% | $16,006+74.5% | $14,365+94.5% |