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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 | $171,437 | $169,336+1.2% | $129,384+32.5% | $145,884+17.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 7.48% | 14408.70%-14401.2pp | 9461.77%-9454.3pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,148 | $5,540-79.3% | $4,153-72.4% | $4,662-75.4% |
| Participant deferral / active EE | $2,895 | $4,985-41.9% | $4,166-30.5% | $6,690-56.7% |
| Admin fee / account holder | $80,816 | $9,912+715.3% | $7,686+951.5% | $13,392+503.5% |