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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 | $119,393 | $70,366+69.7% | $66,674+79.1% | $138,895-14.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 12.53% | 386.41%-373.9pp | 321.24%-308.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,678 | $4,374+6.9% | $4,084+14.5% | $6,396-26.9% |
| Admin fee / account holder | $23,002 | $5,262+337.1% | $5,098+351.2% | $12,562+83.1% |