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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 | $113,190 | $106,008+6.8% | $92,240+22.7% | $147,586-23.3% |
| Participation rate | 64.3% | 80.4%-16.1pp | 76.5%-12.2pp | 82.8%-18.5pp |
| Annual return | 8.98% | 50.05%-41.1pp | 176.29%-167.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,987 | $4,478+33.7% | $3,897+53.6% | $5,439+10.1% |
| Admin fee / account holder | $3,659 | $6,333-42.2% | $5,194-29.5% | $10,886-66.4% |