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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 | $147,348 | $160,040-7.9% | $147,096+0.2% | $145,877+1.0% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 8.87% | 98.49%-89.6pp | 419.75%-410.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,462 | $5,289-53.4% | $4,936-50.1% | $4,663-47.2% |
| Participant deferral / active EE | $6,828 | $8,429-19.0% | $8,071-15.4% | $6,691+2.1% |
| Admin fee / account holder | $55,189 | $15,050+266.7% | $13,005+324.4% | $13,402+311.8% |