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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 | $204,188 | $209,336-2.5% | $197,124+3.6% | $137,256+48.8% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 7.00% | 48.09%-41.1pp | 44.34%-37.3pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,031 | $9,614-68.5% | $9,135-66.8% | $6,407-52.7% |
| Admin fee / account holder | $446 | $17,308-97.4% | $16,298-97.3% | $12,270-96.4% |