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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 | $187,840 | $209,336-10.3% | $197,124-4.7% | $137,256+36.9% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 2.50% | 48.09%-45.6pp | 44.34%-41.8pp | 220.34%-217.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,940 | $9,614-59.0% | $9,135-56.9% | $6,407-38.5% |
| Admin fee / account holder | $2,469 | $17,308-85.7% | $16,298-84.8% | $12,270-79.9% |