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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 | $186,722 | $202,342-7.7% | $172,753+8.1% | $152,909+22.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 5.04% | 1029.88%-1024.8pp | 803.00%-798.0pp | 345.46%-340.4pp |
| Employer contribution / active EE | $1,254 | $5,857-78.6% | $5,144-75.6% | $4,764-73.7% |
| Participant deferral / active EE | $4,340 | $5,948-27.0% | $5,198-16.5% | $5,851-25.8% |
| Admin fee / account holder | $19,424 | $17,112+13.5% | $13,956+39.2% | $11,601+67.4% |