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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 | $80,186 | $72,071+11.3% | $68,368+17.3% | $137,256-41.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 5.13% | 353.14%-348.0pp | 292.57%-287.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $4,261 | $2,788+52.8% | $2,649+60.8% | $4,156+2.5% |
| Participant deferral / active EE | $8,453 | $4,410+91.7% | $4,123+105.0% | $6,407+31.9% |
| Admin fee / account holder | $204,741 | $5,336+3737.3% | $5,150+3875.7% | $12,270+1568.6% |