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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 | $124,425+40.6% | $112,040+56.2% | $137,256+27.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 8.60% | 24.72%-16.1pp | 24.52%-15.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,039 | $5,718+5.6% | $5,098+18.5% | $6,407-5.7% |
| Admin fee / account holder | $19,637 | $15,207+29.1% | $12,098+62.3% | $12,270+60.0% |