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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 | $110,766 | $112,099-1.2% | $95,954+15.4% | $158,931-30.3% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 5.27% | 171.12%-165.8pp | 91.62%-86.3pp | 302.86%-297.6pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,033 | $4,784-57.5% | $4,167-51.2% | $5,982-66.0% |
| Admin fee / account holder | $89,112 | $10,132+779.5% | $6,796+1211.3% | $11,247+692.3% |