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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 | $164,628 | $183,539-10.3% | $155,556+5.8% | $145,897+12.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.79% | 61.31%-55.5pp | 64.84%-59.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $3,577 | $5,315-32.7% | $4,675-23.5% | $4,663-23.3% |
| Participant deferral / active EE | $17,467 | $6,467+170.1% | $5,631+210.2% | $6,689+161.1% |
| Admin fee / account holder | $95,162 | $19,275+393.7% | $15,885+499.1% | $13,390+610.7% |