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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 | $130,284 | $162,136-19.6% | $152,301-14.5% | $154,746-15.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 6.82% | 91.02%-84.2pp | 80.50%-73.7pp | 172.34%-165.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,493 | $8,341-58.1% | $8,004-56.4% | $6,730-48.1% |
| Admin fee / account holder | $7,095 | $15,759-55.0% | $14,398-50.7% | $14,365-50.6% |