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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 | $137,150 | $209,422-34.5% | $178,503-23.2% | $158,982-13.7% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.06% | 188.81%-183.7pp | 151.12%-146.1pp | 302.99%-297.9pp |
| Employer contribution / active EE | $1,639 | $5,707-71.3% | $5,011-67.3% | $4,763-65.6% |
| Participant deferral / active EE | $4,954 | $5,955-16.8% | $5,202-4.8% | $5,983-17.2% |
| Admin fee / account holder | $287,910 | $17,079+1585.8% | $13,987+1958.4% | $11,252+2458.8% |