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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 | $139,292 | $160,028-13.0% | $147,080-5.3% | $145,884-4.5% |
| Participation rate | 60.9% | 84.0%-23.2pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 9.36% | 98.60%-89.2pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,468 | $5,286-53.3% | $4,933-50.0% | $4,662-47.1% |
| Participant deferral / active EE | $4,535 | $8,422-46.2% | $8,066-43.8% | $6,690-32.2% |
| Admin fee / account holder | $111,387 | $15,030+641.1% | $12,989+757.6% | $13,392+731.8% |