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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 | $183,592-10.3% | $155,574+5.8% | $145,877+12.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.79% | 61.37%-55.6pp | 64.87%-59.1pp | 551.28%-545.5pp |
| Employer contribution / active EE | $3,577 | $5,317-32.7% | $4,676-23.5% | $4,663-23.3% |
| Participant deferral / active EE | $17,467 | $6,466+170.1% | $5,629+210.3% | $6,691+161.1% |
| Admin fee / account holder | $95,162 | $19,316+392.7% | $15,914+498.0% | $13,402+610.0% |