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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 | $174,979 | $136,860+27.9% | $120,344+45.4% | $154,746+13.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 8.60% | 21.38%-12.8pp | 20.30%-11.7pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,039 | $5,793+4.2% | $5,135+17.6% | $6,730-10.3% |
| Admin fee / account holder | $19,637 | $15,393+27.6% | $12,742+54.1% | $14,365+36.7% |