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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 | $181,719 | $176,105+3.2% | $159,474+13.9% | $167,536+8.5% |
| Participation rate | 14.3% | 85.0%-70.7pp | 82.8%-68.5pp | 82.1%-67.8pp |
| Annual return | 6.84% | 331.91%-325.1pp | 263.68%-256.8pp | 478.82%-472.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,814 | $12,559-85.6% | $10,802-83.2% | $12,315-85.3% |