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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 | $144,207 | $212,386-32.1% | $199,883-27.9% | $138,895+3.8% |
| Participation rate | 68.2% | 87.4%-19.2pp | 86.8%-18.6pp | 79.9%-11.7pp |
| Annual return | 10.67% | 47.75%-37.1pp | 43.81%-33.1pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,063 | $9,617-68.1% | $9,138-66.5% | $6,396-52.1% |
| Admin fee / account holder | $3,617 | $18,233-80.2% | $17,268-79.1% | $12,562-71.2% |