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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 | $167,897 | $97,125+72.9% | $86,233+94.7% | $137,256+22.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 9.34% | 74.19%-64.8pp | 61.39%-52.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,333 | $5,180-35.6% | $4,559-26.9% | $6,407-48.0% |
| Admin fee / account holder | $1,261 | $9,725-87.0% | $8,342-84.9% | $12,270-89.7% |