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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 | $198,251 | $192,829+2.8% | $142,516+39.1% | $139,466+42.1% |
| Participation rate | 38.5% | 81.4%-43.0pp | 76.8%-38.3pp | 80.3%-41.9pp |
| Annual return | 8.87% | 17.99%-9.1pp | 19.99%-11.1pp | 373.66%-364.8pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,466 | $7,200-65.8% | $6,280-60.7% | $6,712-63.3% |
| Admin fee / account holder | $40,873 | $15,120+170.3% | $10,008+308.4% | $11,409+258.3% |