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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 | $169,097 | $166,242+1.7% | $165,071+2.4% | $145,884+15.9% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 4.81% | 100.44%-95.6pp | 70.17%-65.4pp | 551.85%-547.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,245 | $6,964-53.4% | $6,035-46.2% | $6,690-51.5% |
| Admin fee / account holder | $84,832 | $16,658+409.2% | $12,695+568.2% | $13,392+533.5% |