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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 | $133,637 | $202,342-34.0% | $172,752-22.6% | $152,897-12.6% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 10.60% | 1029.83%-1019.2pp | 802.97%-792.4pp | 345.43%-334.8pp |
| Employer contribution / active EE | $1,799 | $5,858-69.3% | $5,144-65.0% | $4,764-62.2% |
| Participant deferral / active EE | $2,586 | $5,948-56.5% | $5,198-50.3% | $5,851-55.8% |
| Admin fee / account holder | $41,530 | $17,111+142.7% | $13,955+197.6% | $11,599+258.0% |