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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 | $180,211 | $160,028+12.6% | $147,080+22.5% | $145,884+23.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 3.67% | 98.60%-94.9pp | 420.17%-416.5pp | 551.85%-548.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,721 | $8,422+27.3% | $8,066+32.9% | $6,690+60.3% |
| Admin fee / account holder | $1,754 | $15,030-88.3% | $12,989-86.5% | $13,392-86.9% |