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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 | $181,322 | $209,422-13.4% | $178,503+1.6% | $158,982+14.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.56% | 188.81%-183.2pp | 151.12%-145.6pp | 302.99%-297.4pp |
| Employer contribution / active EE | $3,857 | $5,707-32.4% | $5,011-23.0% | $4,763-19.0% |
| Participant deferral / active EE | $7,485 | $5,955+25.7% | $5,202+43.9% | $5,983+25.1% |
| Admin fee / account holder | $46,847 | $17,079+174.3% | $13,987+234.9% | $11,252+316.4% |